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.9 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $249,766 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $376,070 | $102,872+265.6% | $180,183+108.7% | $102,872+265.6% |
| Participation rate | 99.4% | 73.0%+26.3pp | 77.4%+21.9pp | 73.0%+26.3pp |
| Annual return | 16.36% | 19.06%-2.7pp | 27.86%-11.5pp | 19.06%-2.7pp |
| Employer contribution / active EE | $20,297 | $3,526+475.6% | $5,039+302.8% | $3,526+475.6% |
| Participant deferral / active EE | $13,565 | $5,535+145.1% | $6,822+98.8% | $5,535+145.1% |
| Admin fee / account holder | $61 | $292-79.2% | $19,975-99.7% | $292-79.2% |