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 | $86,121 |
CHARLES SCHWAB & CO., INC.11+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $329 |
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $251,552 | $145,877+72.4% | $150,045+67.7% | $102,872+144.5% |
| Participation rate | 98.8% | 79.8%+19.0pp | 82.3%+16.5pp | 73.0%+25.8pp |
| Annual return | 16.92% | 21.37%-4.4pp | 62.55%-45.6pp | 19.06%-2.1pp |
| Employer contribution / active EE | $2,930 | $4,710-37.8% | $4,693-37.6% | $3,526-16.9% |
| Participant deferral / active EE | $11,492 | $9,491+21.1% | $7,997+43.7% | $5,535+107.6% |
| Admin fee / account holder | $67 | $176-62.1% | $13,435-99.5% | $292-77.2% |