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.7 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $169,144 |
BANCFIRST1 year Service code 10 · EIN 73-1221379 | Accounting | $13,412 |
CHARLES SCHWAB & CO., INC.10+ years Filed as: CHARLES SCHWAB & CO. INC Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $674 |
CHARLES SCHWAB & CO., INC.10+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,033 | $122,693-11.1% | $184,203-40.8% | $199,593-45.4% |
| Participation rate | 94.8% | 86.8%+8.1pp | 86.8%+8.0pp | 72.0%+22.9pp |
| Annual return | 15.19% | 143.91%-128.7pp | 28.81%-13.6pp | 34.25%-19.1pp |
| Employer contribution / active EE | $1,799 | $4,584-60.8% | $6,427-72.0% | $3,034-40.7% |
| Participant deferral / active EE | $5,252 | $7,990-34.3% | $9,131-42.5% | $5,087+3.2% |
| Admin fee / account holder | $74 | $121-38.8% | $13,901-99.5% | $269-72.6% |