See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $44,163 |
Filed as: CBIZ INVESTMENT ADVISORY SERVI Service code 28 · EIN 81-3968784 | Investment Management | $26,648 |
Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,178 | $73,404-19.4% | $87,100-32.1% | $67,579-12.4% |
| Participation rate | 98.7% | 80.9%+17.8pp | 76.9%+21.8pp | 71.3%+27.4pp |
| Annual return | 33.25% | 48.29%-15.0pp | 28.19%+5.1pp | 378.56%-345.3pp |
| Employer contribution / active EE | $2,229 | $2,014+10.7% | $2,521-11.6% | $2,148+3.8% |
| Participant deferral / active EE | $4,091 | $3,913+4.6% | $4,049+1.1% | $3,539+15.6% |
| Admin fee / account holder | $103 | $142-27.4% | $7,497-98.6% | $142-27.8% |