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.9+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $55,002 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $57,267 | $91,372-37.3% | $129,995-55.9% | $74,419-23.0% |
| Participation rate | 92.7% | 77.8%+14.9pp | 78.5%+14.2pp | 70.7%+22.0pp |
| Annual return | 19.83% | 23.21%-3.4pp | -137.18%+157.0pp | 34.38%-14.5pp |
| Employer contribution / active EE | $4,236 | $2,563+65.2% | $4,320-1.9% | $2,637+60.6% |
| Participant deferral / active EE | $5,201 | $4,721+10.2% | $5,820-10.6% | $4,528+14.9% |
| Admin fee / account holder | $113 | $283-60.2% | $10,614-98.9% | $348-67.6% |