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 |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES, IN Service code 15 · EIN 34-1479833 | Recordkeeping | $216,638 |
Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Float rev... | $1,131 |
Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
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 | $51,523 | $105,247-51.0% | $87,100-40.8% | $77,787-33.8% |
| Participation rate | 96.8% | 85.8%+11.0pp | 76.9%+20.0pp | 73.2%+23.6pp |
| Annual return | 23.37% | 24.52%-1.2pp | 28.19%-4.8pp | 32.57%-9.2pp |
| Employer contribution / active EE | $3,279 | $2,895+13.3% | $2,521+30.0% | $2,504+30.9% |
| Participant deferral / active EE | $6,671 | $5,060+31.8% | $4,049+64.8% | $3,967+68.1% |
| Admin fee / account holder | $41 | $104-61.1% | $7,497-99.5% | $100-59.3% |