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.2+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $110,747 |
Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
Service code 59 · EIN 42-1558009 | Shareholder Servicing | $0 |
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 | $46,918 | $48,116-2.5% | $99,443-52.8% | $77,787-39.7% |
| Participation rate | 33.8% | 60.0%-26.1pp | 73.8%-40.0pp | 73.2%-39.4pp |
| Annual return | 24.77% | 23.23%+1.5pp | 30.72%-5.9pp | 32.57%-7.8pp |
| Employer contribution / active EE | $823 | $1,057-22.1% | $2,540-67.6% | $2,504-67.1% |
| Participant deferral / active EE | $1,678 | $2,238-25.0% | $3,619-53.6% | $3,967-57.7% |
| Admin fee / account holder | $61 | $87-30.6% | $6,250-99.0% | $100-39.4% |