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 |
|---|---|---|
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $5,384 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $1,208 |
Filed as: ABG RETIREMENT PLAN SERVICES Service code 15 · EIN 37-0899315 | Recordkeeping | $455 |
CHARLES SCHWAB & CO., INC.6+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $61,114 | $54,590+12.0% | $81,930-25.4% | $73,488-16.8% |
| Participation rate | 80.1% | 68.3%+11.8pp | 72.0%+8.1pp | 70.7%+9.4pp |
| Annual return | 14.37% | 17.74%-3.4pp | 29.49%-15.1pp | 28.51%-14.1pp |
| Employer contribution / active EE | $4 | $1,636-99.7% | $4,310-99.9% | $2,270-99.8% |
| Participant deferral / active EE | $3,192 | $2,759+15.7% | $7,107-55.1% | $3,740-14.6% |
| Admin fee / account holder | $9 | $592-98.5% | $5,158-99.8% | $513-98.2% |