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,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $13,342 |
WELCH HORNSBY & WELCH INC2 years Service code 28 · EIN 63-0969069 | Investment Management | $10,000 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.4 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $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 | $160,312 | $69,159+131.8% | $125,175+28.1% | $67,579+137.2% |
| Participation rate | 70.7% | 78.2%-7.5pp | 79.8%-9.0pp | 71.3%-0.5pp |
| Annual return | 26.43% | 27.12%-0.7pp | 43.79%-17.4pp | 378.56%-352.1pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $3,865-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $11,160 | $3,700+201.6% | $4,937+126.1% | $3,539+215.3% |
| Admin fee / account holder | $93 | $142-34.7% | $9,702-99.0% | $142-35.0% |