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 8-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 | $103,707 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $17 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $36,422 | $35,366+3.0% | $90,645-59.8% | $75,289-51.6% |
| Participation rate | 31.0% | 57.3%-26.4pp | 74.0%-43.1pp | 72.4%-41.5pp |
| Annual return | -5.89% | -2.19%-3.7pp | 1.88%-7.8pp | -0.04%-5.9pp |
| Employer contribution / active EE | $715 | $916-21.9% | $2,532-71.8% | $2,405-70.3% |
| Participant deferral / active EE | $1,413 | $1,998-29.3% | $3,425-58.7% | $3,739-62.2% |
| Admin fee / account holder | $55 | $59-7.6% | $4,994-98.9% | $102-46.7% |