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.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $106,475 |
CAPFINANCIAL PARTNERS LLC5 years Service code 28 · EIN 26-0058143 | Investment Management | $66,856 |
CHARLES SCHWAB & CO., INC.4 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | 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 | $47,280 | $53,136-11.0% | $155,509-69.6% | $199,593-76.3% |
| Participation rate | 93.5% | 64.1%+29.5pp | 78.2%+15.3pp | 72.0%+21.6pp |
| Annual return | 13.52% | 41.15%-27.6pp | 64.67%-51.1pp | 34.25%-20.7pp |
| Employer contribution / active EE | $888 | $1,851-52.1% | $4,672-81.0% | $3,034-70.7% |
| Participant deferral / active EE | $2,899 | $3,161-8.3% | $5,626-48.5% | $5,087-43.0% |
| Admin fee / account holder | $114 | $185-38.7% | $15,912-99.3% | $269-57.7% |