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.2+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $10,825 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Float rev... | $5,044 |
Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $5 |
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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,740 | $74,089+99.4% | $133,980+10.3% | $55,167+167.8% |
| Participation rate | 97.1% | 84.3%+12.8pp | 87.1%+10.0pp | 69.0%+28.1pp |
| Annual return | 9.70% | 12.11%-2.4pp | 29.30%-19.6pp | 169.23%-159.5pp |
| Employer contribution / active EE | $11,111 | $3,064+262.7% | $5,211+113.2% | $1,963+466.2% |
| Participant deferral / active EE | $13,925 | $4,678+197.7% | $6,282+121.7% | $3,054+355.9% |
| Admin fee / account holder | $58 | $458-87.3% | $9,324-99.4% | $504-88.4% |