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.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $273,505 |
CHARLES SCHWAB & CO., INC.7 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $1,144 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO., INC.AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $103,785 | $128,899-19.5% | $113,168-8.3% | $102,872+0.9% |
| Participation rate | 84.9% | 87.0%-2.1pp | 76.6%+8.4pp | 73.0%+11.9pp |
| Annual return | 14.88% | 15.88%-1.0pp | 24.27%-9.4pp | 19.06%-4.2pp |
| Employer contribution / active EE | $3,469 | $3,713-6.6% | $2,975+16.6% | $3,526-1.6% |
| Participant deferral / active EE | $7,050 | $6,787+3.9% | $5,107+38.1% | $5,535+27.4% |
| Admin fee / account holder | $67 | $129-47.9% | $12,068-99.4% | $292-76.9% |