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.4+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $112,546 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3 years Service code 59 · EIN 94-1737782 | 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,273 | $52,886+15.9% | $109,895-44.2% | $93,030-34.1% |
| Participation rate | 29.4% | 66.4%-36.9pp | 74.2%-44.8pp | 73.9%-44.5pp |
| Annual return | 15.22% | 16.89%-1.7pp | 29.45%-14.2pp | 158.70%-143.5pp |
| Employer contribution / active EE | $734 | $1,248-41.2% | $2,842-74.2% | $2,706-72.9% |
| Participant deferral / active EE | $1,610 | $2,815-42.8% | $4,048-60.2% | $4,562-64.7% |
| Admin fee / account holder | $62 | $91-32.1% | $6,066-99.0% | $152-59.4% |