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.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $12,574 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB & CO INC. AND AFFILI Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.6 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $386,942 | $61,058+533.7% | $71,209+443.4% | $85,563+352.2% |
| Participation rate | 99.0% | 58.6%+40.5pp | 73.8%+25.3pp | 66.0%+33.1pp |
| Annual return | 14.50% | 100.41%-85.9pp | 282.51%-268.0pp | 31.51%-17.0pp |
| Employer contribution / active EE | $15,724 | $2,199+615.2% | $2,721+477.9% | $2,654+492.5% |
| Participant deferral / active EE | $15,877 | $3,173+400.4% | $4,175+280.3% | $4,375+262.9% |
| Admin fee / account holder | $14 | $855-98.3% | $5,349-99.7% | $834-98.3% |