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.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $268,720 |
CHARLES SCHWAB & CO., INC.6 years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Shareho... | $1,205 |
Filed as: CHARLES SCHWAB & CO., INC.AND AFFIL Service code 59 | Shareholder Servicing | $0 |
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 | $94,058 | $110,299-14.7% | $102,423-8.2% | $199,593-52.9% |
| Participation rate | 92.4% | 86.3%+6.1pp | 76.5%+15.9pp | 72.0%+20.5pp |
| Annual return | 13.63% | 35.73%-22.1pp | 29.32%-15.7pp | 34.25%-20.6pp |
| Employer contribution / active EE | $3,723 | $3,603+3.3% | $3,023+23.2% | $3,034+22.7% |
| Participant deferral / active EE | $7,138 | $6,376+12.0% | $5,053+41.3% | $5,087+40.3% |
| Admin fee / account holder | $65 | $122-47.0% | $9,451-99.3% | $269-75.9% |