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 | $36,063 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $1,466 |
Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $2 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLRES SCHWAB & CO INC AND AFFILI 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 | $78,928 | $81,537-3.2% | $149,718-47.3% | $69,631+13.4% |
| Participation rate | 73.8% | 86.1%-12.4pp | 87.1%-13.3pp | 70.7%+3.1pp |
| Annual return | 20.22% | 22.79%-2.6pp | 1501.63%-1481.4pp | 27571.02%-27550.8pp |
| Employer contribution / active EE | $2,024 | $3,239-37.5% | $5,445-62.8% | $2,032-0.4% |
| Participant deferral / active EE | $6,164 | $4,994+23.4% | $6,569-6.2% | $3,224+91.2% |
| Admin fee / account holder | $150 | $107+40.2% | $11,283-98.7% | $110+35.7% |