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 | $67,235 |
Service code 26 · EIN 34-1913859 | Advisory (Participants) | $7,899 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO.,INC. Service code 33 · EIN 94-1737782 | Float revenue; Direct payment from th... | $184 |
Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL 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).
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 | $350,444 | $95,274+267.8% | $135,903+157.9% | $74,419+370.9% |
| Participation rate | 98.0% | 78.2%+19.8pp | 81.9%+16.0pp | 70.7%+27.2pp |
| Annual return | 13.66% | 32.77%-19.1pp | 68.23%-54.6pp | 34.38%-20.7pp |
| Employer contribution / active EE | $13,565 | $3,874+250.1% | $4,856+179.3% | $2,637+414.3% |
| Participant deferral / active EE | $9,407 | $7,782+20.9% | $7,758+21.3% | $4,528+107.8% |
| Admin fee / account holder | $179 | $266-32.8% | $10,762-98.3% | $348-48.6% |