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 | $22,737 |
COMMONWEALTH FINANCIAL NETWORK2+ years Filed as: COMMONWEALTH EQUITY SERVICES Service code 28 · EIN 04-2675571 | Investment Management | $22,500 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO. INC Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $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 | $97,615 | $63,905+52.7% | $74,183+31.6% | $57,658+69.3% |
| Participation rate | 92.3% | 79.8%+12.6pp | 76.6%+15.7pp | 70.2%+22.1pp |
| Annual return | 6.68% | 60.60%-53.9pp | 17.74%-11.1pp | 5.13%+1.5pp |
| Employer contribution / active EE | $4,488 | $1,840+143.8% | $2,370+89.3% | $1,974+127.4% |
| Participant deferral / active EE | $6,339 | $3,448+83.8% | $3,550+78.6% | $3,061+107.1% |
| Admin fee / account holder | $49 | $91-46.2% | $5,586-99.1% | $95-48.2% |