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: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $121,093 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $29 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $38,759 | $80,211-51.7% | $74,183-47.8% | $63,975-39.4% |
| Participation rate | 53.6% | 84.2%-30.6pp | 76.6%-23.1pp | 71.1%-17.6pp |
| Annual return | 9.20% | 14.13%-4.9pp | 17.74%-8.5pp | 48.65%-39.5pp |
| Employer contribution / active EE | $1,219 | $2,553-52.3% | $2,370-48.6% | $2,182-44.1% |
| Participant deferral / active EE | $849 | $4,370-80.6% | $3,550-76.1% | $3,356-74.7% |
| Admin fee / account holder | $84 | $67+25.5% | $5,586-98.5% | $70+19.7% |