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.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $27,020 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $46,839 | $122,239-61.7% | $184,203-74.6% | $74,495-37.1% |
| Participation rate | 93.8% | 85.5%+8.3pp | 86.8%+7.0pp | 67.2%+26.6pp |
| Annual return | 16.02% | 19.95%-3.9pp | 28.81%-12.8pp | 1364.94%-1348.9pp |
| Employer contribution / active EE | $1 | $4,537-100.0% | $6,427-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $8,386 | $7,139+17.5% | $9,131-8.2% | $4,346+93.0% |
| Admin fee / account holder | $84 | $1,260-93.3% | $13,901-99.4% | $1,942-95.7% |