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 9-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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.3+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $105,719 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $5 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO INC & AFFILIATE Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3+ years Service code 59 · EIN 94-1737782 | 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 | $79,066 | $65,118+21.4% | $76,768+3.0% | $55,725+41.9% |
| Participation rate | 93.5% | 79.6%+13.9pp | 77.0%+16.5pp | 70.9%+22.6pp |
| Annual return | 5.44% | -1.27%+6.7pp | 2.43%+3.0pp | 244.93%-239.5pp |
| Employer contribution / active EE | $1,158 | $1,941-40.3% | $2,485-53.4% | $2,078-44.3% |
| Participant deferral / active EE | $4,551 | $3,688+23.4% | $3,852+18.1% | $3,356+35.6% |
| Admin fee / account holder | $278 | $116+139.6% | $6,675-95.8% | $115+141.0% |