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.8+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $124,780 |
Service code 26 · EIN 20-1665305 | Advisory (Participants) | $9,101 |
Service code 26 · EIN 26-2338030 | Advisory (Participants) | $7,721 |
CHARLES SCHWAB & CO., INC.8+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $811 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
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 | $104,316 | $46,292+125.3% | $143,757-27.4% | $64,808+61.0% |
| Participation rate | 94.8% | 64.2%+30.6pp | 80.3%+14.5pp | 71.5%+23.3pp |
| Annual return | -13.48% | -10.05%-3.4pp | -0.04%-13.4pp | 32.82%-46.3pp |
| Employer contribution / active EE | $6,520 | $1,910+241.4% | $4,951+31.7% | $2,506+160.2% |
| Participant deferral / active EE | $5,210 | $2,646+96.9% | $5,637-7.6% | $4,310+20.9% |
| Admin fee / account holder | $254 | $154+65.0% | $14,673-98.3% | $188+35.1% |