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 INC Service code 15 · EIN 34-1479833 | Recordkeeping | $277,867 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Direct pa... | $1,228 |
CHARLES SCHWAB & CO., INC.2 years 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 | $61,221 | $176,491-65.3% | $95,952-36.2% | $90,288-32.2% |
| Participation rate | 95.2% | 86.6%+8.6pp | 77.1%+18.1pp | 73.4%+21.8pp |
| Annual return | 17.08% | 20.14%-3.1pp | 91.61%-74.5pp | 53.97%-36.9pp |
| Employer contribution / active EE | $3,368 | $2,789+20.8% | $2,541+32.6% | $2,524+33.4% |
| Participant deferral / active EE | $6,771 | $5,340+26.8% | $4,167+62.5% | $4,232+60.0% |
| Admin fee / account holder | $55 | $154-64.6% | $6,795-99.2% | $114-52.2% |