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.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $277,921 |
CHARLES SCHWAB & CO., INC.5 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $604 |
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 | $78,446 | $104,697-25.1% | $96,544-18.7% | $80,160-2.1% |
| Participation rate | 93.0% | 86.4%+6.6pp | 76.0%+17.0pp | 72.9%+20.1pp |
| Annual return | 19.08% | 21.78%-2.7pp | 25.84%-6.8pp | 40.38%-21.3pp |
| Employer contribution / active EE | $3,641 | $3,536+3.0% | $2,965+22.8% | $2,978+22.3% |
| Participant deferral / active EE | $6,897 | $6,188+11.5% | $4,851+42.2% | $5,017+37.5% |
| Admin fee / account holder | $63 | $107-40.7% | $8,252-99.2% | $145-56.3% |