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.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $5,291 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Float rev... | $548 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLRES SCHWAB & CO INC AND AFFILI Service code 59 | Shareholder Servicing | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $71,214 | $71,802-0.8% | $133,980-46.8% | $57,658+23.5% |
| Participation rate | 71.9% | 85.5%-13.5pp | 87.1%-15.1pp | 70.2%+1.7pp |
| Annual return | 0.00% | 13.51%-13.5pp | 29.30%-29.3pp | 5.13%-5.1pp |
| Employer contribution / active EE | $893 | $3,161-71.7% | $5,211-82.9% | $1,974-54.7% |
| Participant deferral / active EE | $2,006 | $4,606-56.5% | $6,282-68.1% | $3,061-34.5% |
| Admin fee / account holder | $22 | $88-75.0% | $9,324-99.8% | $95-76.8% |