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, IN Service code 15 · EIN 34-1479833 | Recordkeeping | $61,027 |
Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $1 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO INC Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO INC & AFFILIATE Service code 59 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $125,300 | $63,299+98.0% | $91,001+37.7% | $62,292+101.1% |
| Participation rate | 98.6% | 73.3%+25.3pp | 75.6%+23.0pp | 69.5%+29.1pp |
| Annual return | 17.04% | 20.99%-4.0pp | 4.60%+12.4pp | 28.90%-11.9pp |
| Employer contribution / active EE | $6,222 | $1,807+244.4% | $2,456+153.4% | $2,042+204.7% |
| Participant deferral / active EE | $8,654 | $2,943+194.1% | $3,547+144.0% | $3,169+173.1% |
| Admin fee / account holder | $319 | $468-31.8% | $5,417-94.1% | $479-33.5% |