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 8-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.5+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $97,236 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage; ... | $675 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
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 | $223,348 | $58,290+283.2% | $98,442+126.9% | $86,799+157.3% |
| Participation rate | 98.6% | 68.3%+30.3pp | 73.3%+25.3pp | 72.3%+26.3pp |
| Annual return | 16.62% | 43.48%-26.9pp | 1492.73%-1476.1pp | 97.91%-81.3pp |
| Employer contribution / active EE | $6,740 | $2,008+235.7% | $2,960+127.7% | $2,405+180.2% |
| Participant deferral / active EE | $10,945 | $3,152+247.2% | $4,276+156.0% | $4,131+164.9% |
| Admin fee / account holder | $88 | $138-35.9% | $5,949-98.5% | $170-47.9% |