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.6+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $830,947 |
Service code 26 · EIN 48-0948682 | Advisory (Participants) | $26,984 |
CREATIVE PLANNING LLC1 year Service code 26 · EIN 43-1270780 | Advisory (Participants) | $7,305 |
MONETA GROUP LLC1 year Filed as: MONETA GROUP INVESTMENT ADV Service code 26 · EIN 20-1903821 | Advisory (Participants) | $5,408 |
CHARLES SCHWAB & CO., INC.6+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $3,121 |
CHARLES SCHWAB & CO., INC.6+ 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 | $76,789 | $127,481-39.8% | $149,696-48.7% | $90,288-15.0% |
| Participation rate | 95.1% | 78.2%+16.9pp | 82.5%+12.6pp | 73.4%+21.8pp |
| Annual return | 14.31% | 57.78%-43.5pp | 276.60%-262.3pp | 53.97%-39.7pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $4,644-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $7,464 | $6,975+7.0% | $6,842+9.1% | $4,232+76.3% |
| Admin fee / account holder | $152 | $152+0.3% | $9,309-98.4% | $114+33.4% |