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.5+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $822,348 |
Service code 26 · EIN 48-0948682 | Advisory (Participants) | $17,271 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $4,555 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB & CO INC AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $68,318 | $101,523-32.7% | $141,162-51.6% | $77,787-12.2% |
| Participation rate | 94.8% | 77.4%+17.5pp | 82.5%+12.4pp | 73.2%+21.6pp |
| Annual return | 18.67% | 56.22%-37.6pp | 71.39%-52.7pp | 32.57%-13.9pp |
| Employer contribution / active EE | $0 | $3,341-100.0% | $4,735-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $6,965 | $6,434+8.3% | $6,709+3.8% | $3,967+75.6% |
| Admin fee / account holder | $152 | $92+66.4% | $10,261-98.5% | $100+52.2% |