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 3-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 | $23,534 |
Service code 28 · EIN 27-2233898 | Investment Management | $17,170 |
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 | $80,523 | $73,360+9.8% | $177,989-54.8% | $74,495+8.1% |
| Participation rate | 97.7% | 66.6%+31.0pp | 77.1%+20.6pp | 67.2%+30.5pp |
| Annual return | 17.28% | 17.49%-0.2pp | 294.48%-277.2pp | 1364.94%-1347.7pp |
| Employer contribution / active EE | $9,603 | $2,216+333.2% | $3,949+143.2% | $2,623+266.1% |
| Participant deferral / active EE | $15,871 | $4,513+251.6% | $6,276+152.9% | $4,346+265.2% |
| Admin fee / account holder | $167 | $1,808-90.8% | $10,363-98.4% | $1,942-91.4% |