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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.7+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $84,861 |
CHARLES SCHWAB & CO., INC.7+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Float rev... | $687 |
CHARLES SCHWAB & CO., INC.7+ years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,544 | $86,225+42.1% | $146,665-16.4% | $86,799+41.2% |
| Participation rate | 95.6% | 78.0%+17.7pp | 80.1%+15.6pp | 72.3%+23.4pp |
| Annual return | 11.81% | 31.23%-19.4pp | 22.74%-10.9pp | 97.91%-86.1pp |
| Employer contribution / active EE | $1,098 | $2,392-54.1% | $4,136-73.5% | $2,405-54.4% |
| Participant deferral / active EE | $5,496 | $4,245+29.5% | $5,506-0.2% | $4,131+33.1% |
| Admin fee / account holder | $215 | $195+10.0% | $10,280-97.9% | $170+26.7% |