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 7-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 | $7,709 |
CHARLES SCHWAB & CO., INC.3 years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Float r... | $7 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $58,476 | $65,390-10.6% | $169,368-65.5% | $71,457-18.2% |
| Participation rate | 51.7% | 67.0%-15.3pp | 77.1%-25.5pp | 67.9%-16.2pp |
| Annual return | 21.75% | 21.31%+0.4pp | 405.60%-383.8pp | 28.85%-7.1pp |
| Employer contribution / active EE | $2,898 | $2,079+39.4% | $4,013-27.8% | $2,588+12.0% |
| Participant deferral / active EE | $6,970 | $4,367+59.6% | $6,221+12.0% | $4,289+62.5% |
| Admin fee / account holder | $45 | $1,324-96.6% | $9,003-99.5% | $1,587-97.2% |