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 Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $65,161 |
Filed as: SILICON VALLEY RETIREMENT SERV Service code 28 · EIN 27-2233898 | Investment Management | $28,465 |
CHARLES SCHWAB & CO., INC.6 years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $74 |
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 | $130,010 | $101,499+28.1% | $147,005-11.6% | $74,546+74.4% |
| Participation rate | 88.8% | 75.5%+13.3pp | 82.2%+6.7pp | 67.2%+21.6pp |
| Annual return | 19.00% | 8732.34%-8713.3pp | 418.76%-399.8pp | 1366.03%-1347.0pp |
| Employer contribution / active EE | $4,971 | $3,811+30.4% | $4,934+0.8% | $2,624+89.4% |
| Participant deferral / active EE | $17,361 | $7,304+137.7% | $8,070+115.1% | $4,347+299.3% |
| Admin fee / account holder | $280 | $1,748-84.0% | $13,006-97.8% | $1,944-85.6% |