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 |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $22,711 |
Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,825 | $55,125+72.0% | $109,895-13.7% | $86,799+9.2% |
| Participation rate | 73.7% | 70.1%+3.6pp | 74.2%-0.5pp | 72.3%+1.5pp |
| Annual return | 16.83% | 26.20%-9.4pp | 29.45%-12.6pp | 97.91%-81.1pp |
| Employer contribution / active EE | $1,114 | $1,558-28.5% | $2,842-60.8% | $2,405-53.7% |
| Participant deferral / active EE | $3,336 | $3,3370% | $4,048-17.6% | $4,131-19.2% |
| Admin fee / account holder | $76 | $141-46.2% | $6,066-98.7% | $170-55.3% |