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.6+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $100,153 |
CHARLES SCHWAB & CO., INC.6+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Direct pa... | $68 |
CHARLES SCHWAB & CO., INC.3 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 | $183,444 | $47,722+284.4% | $82,719+121.8% | $64,808+183.1% |
| Participation rate | 98.4% | 67.6%+30.8pp | 72.6%+25.9pp | 71.5%+27.0pp |
| Annual return | -14.57% | -13.05%-1.5pp | 701.18%-715.7pp | 32.82%-47.4pp |
| Employer contribution / active EE | $5,500 | $2,179+152.4% | $3,009+82.8% | $2,506+119.5% |
| Participant deferral / active EE | $10,564 | $3,329+217.3% | $4,395+140.4% | $4,310+145.1% |
| Admin fee / account holder | $88 | $143-38.5% | $5,329-98.4% | $188-53.2% |