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.7 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $183,996 |
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 | $173,769 | $148,970+16.6% | $136,007+27.8% | $199,593-12.9% |
| Participation rate | 94.9% | 79.4%+15.6pp | 76.5%+18.5pp | 72.0%+23.0pp |
| Annual return | 15.35% | 27.07%-11.7pp | 579.32%-564.0pp | 34.25%-18.9pp |
| Employer contribution / active EE | $15,292 | $3,561+329.4% | $4,217+262.7% | $3,034+404.0% |
| Participant deferral / active EE | $11,976 | $6,140+95.0% | $7,025+70.5% | $5,087+135.4% |
| Admin fee / account holder | $128 | $144-11.3% | $6,858-98.1% | $269-52.5% |