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.5+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Float r... | $21,797 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $16,647 |
FISHER INVESTMENTS1 year Service code 26 · EIN 20-2480800 | Advisory (Participants) | $7,138 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
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 | $199,987 | $67,598+195.8% | $75,886+163.5% | $77,787+157.1% |
| Participation rate | 99.5% | 69.6%+29.9pp | 69.3%+30.2pp | 73.2%+26.3pp |
| Annual return | 25.77% | 23.18%+2.6pp | 30.76%-5.0pp | 32.57%-6.8pp |
| Employer contribution / active EE | $20,019 | $2,430+723.9% | $2,500+700.6% | $2,504+699.3% |
| Participant deferral / active EE | $12,771 | $3,502+264.7% | $3,603+254.5% | $3,967+221.9% |
| Admin fee / account holder | $21 | $96-78.4% | $5,418-99.6% | $100-79.2% |