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 | $68,615 |
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 | $79,361 | $86,225-8.0% | $146,665-45.9% | $86,799-8.6% |
| Participation rate | 98.8% | 78.0%+20.8pp | 80.1%+18.8pp | 72.3%+26.5pp |
| Annual return | 15.64% | 31.23%-15.6pp | 22.74%-7.1pp | 97.91%-82.3pp |
| Employer contribution / active EE | $4,664 | $2,392+95.0% | $4,136+12.8% | $2,405+93.9% |
| Participant deferral / active EE | $5,861 | $4,245+38.1% | $5,506+6.5% | $4,131+41.9% |
| Admin fee / account holder | $179 | $195-8.5% | $10,280-98.3% | $170+5.4% |