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 | $58,668 |
Service code 26 · EIN 34-1913859 | Advisory (Participants) | $7,062 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO.,INC. Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage c... | $223 |
CHARLES SCHWAB & CO., INC.2 years 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).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $348,963 | $82,202+324.5% | $125,339+178.4% | $64,808+438.5% |
| Participation rate | 97.9% | 77.9%+20.1pp | 82.4%+15.6pp | 71.5%+26.5pp |
| Annual return | -15.53% | 3.48%-19.0pp | 572.05%-587.6pp | 32.82%-48.4pp |
| Employer contribution / active EE | $14,868 | $3,615+311.2% | $4,814+208.9% | $2,506+493.3% |
| Participant deferral / active EE | $10,137 | $7,175+41.3% | $7,446+36.1% | $4,310+135.2% |
| Admin fee / account holder | $189 | $163+15.7% | $10,010-98.1% | $188+0.6% |