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 10-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.7 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $141,189 |
CHARLES SCHWAB & CO., INC.10+ years Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Securities brokerage; Float revenue; ... | $915 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
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 | $121,816 | $122,186-0.3% | $146,958-17.1% | $199,593-39.0% |
| Participation rate | 98.5% | 78.3%+20.2pp | 82.2%+16.3pp | 72.0%+26.5pp |
| Annual return | 26.41% | 30.56%-4.2pp | 418.34%-391.9pp | 34.25%-7.8pp |
| Employer contribution / active EE | $2,414 | $4,093-41.0% | $4,933-51.1% | $3,034-20.5% |
| Participant deferral / active EE | $10,348 | $8,502+21.7% | $8,070+28.2% | $5,087+103.4% |
| Admin fee / account holder | $54 | $179-70.0% | $12,998-99.6% | $269-80.0% |