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 |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES, IN Service code 15 · EIN 34-1479833 | Recordkeeping | $38,057 |
WELCH HORNSBY & WELCH INC1 year Filed as: WELCH HORNSBY INC Service code 28 · EIN 63-0969069 | Investment Management | $37,183 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO INC AND AFFIL 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 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $72,422 | $37,213+94.6% | $156,549-53.7% | $63,975+13.2% |
| Participation rate | 56.3% | 65.0%-8.6pp | 84.0%-27.7pp | 71.1%-14.8pp |
| Annual return | 6.60% | 47.89%-41.3pp | 32.23%-25.6pp | 48.65%-42.0pp |
| Employer contribution / active EE | $766 | $1,357-43.5% | $5,501-86.1% | $2,182-64.9% |
| Participant deferral / active EE | $2,217 | $2,070+7.1% | $4,871-54.5% | $3,356-34.0% |
| Admin fee / account holder | $108 | $56+91.2% | $13,027-99.2% | $70+52.9% |