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 | $275,321 |
CHARLES SCHWAB & CO., INC.4 years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Float rev... | $1,169 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $63,349 | $130,141-51.3% | $86,677-26.9% | $77,904-18.7% |
| Participation rate | 94.1% | 85.9%+8.1pp | 76.6%+17.5pp | 73.7%+20.4pp |
| Annual return | -17.86% | -12.75%-5.1pp | 35.91%-53.8pp | 12.21%-30.1pp |
| Employer contribution / active EE | $3,349 | $3,220+4.0% | $2,836+18.1% | $2,848+17.6% |
| Participant deferral / active EE | $6,618 | $5,757+15.0% | $4,656+42.2% | $4,806+37.7% |
| Admin fee / account holder | $59 | $132-55.6% | $7,493-99.2% | $133-55.9% |