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.10+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $87,740 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Direct payment ... | $328 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL 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 | $84,846 | $89,436-5.1% | $164,813-48.5% | $77,643+9.3% |
| Participation rate | 98.5% | 78.6%+19.9pp | 78.6%+19.9pp | 70.6%+27.9pp |
| Annual return | 8.76% | 28.83%-20.1pp | 69.93%-61.2pp | 31.24%-22.5pp |
| Employer contribution / active EE | $1,761 | $2,569-31.5% | $4,341-59.4% | $2,726-35.4% |
| Participant deferral / active EE | $5,800 | $4,897+18.4% | $6,031-3.8% | $4,647+24.8% |
| Admin fee / account holder | $186 | $339-45.3% | $12,690-98.5% | $430-56.9% |