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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $32,636 |
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 | $61,273 | $79,519-22.9% | $95,952-36.1% | $73,409-16.5% |
| Participation rate | 99.5% | 81.2%+18.3pp | 77.1%+22.4pp | 72.2%+27.3pp |
| Annual return | 14.24% | 19.20%-5.0pp | 91.61%-77.4pp | 59.29%-45.1pp |
| Employer contribution / active EE | $1,896 | $2,048-7.4% | $2,541-25.4% | $2,234-15.1% |
| Participant deferral / active EE | $3,166 | $4,138-23.5% | $4,167-24.0% | $3,805-16.8% |
| Admin fee / account holder | $76 | $184-58.6% | $6,795-98.9% | $158-51.7% |