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 9-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.7 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $210,871 |
CHARLES SCHWAB & CO., INC.9+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $1,153 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,802 | $99,062-7.3% | $177,989-48.4% | $99,062-7.3% |
| Participation rate | 98.0% | 71.6%+26.3pp | 77.1%+20.9pp | 71.6%+26.3pp |
| Annual return | 18.52% | 17.66%+0.9pp | 294.48%-276.0pp | 17.66%+0.9pp |
| Employer contribution / active EE | $5,438 | $3,262+66.7% | $3,949+37.7% | $3,262+66.7% |
| Participant deferral / active EE | $12,696 | $5,331+138.1% | $6,276+102.3% | $5,331+138.1% |
| Admin fee / account holder | $25 | $109-77.4% | $10,363-99.8% | $109-77.4% |