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 INC Service code 15 · EIN 34-1479833 | Recordkeeping | $37,315 |
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 | $82,414 | $72,607+13.5% | $90,749-9.2% | $66,914+23.2% |
| Participation rate | 95.1% | 73.7%+21.4pp | 75.7%+19.4pp | 69.8%+25.3pp |
| Annual return | -14.36% | -12.28%-2.1pp | -12.16%-2.2pp | 1.58%-15.9pp |
| Employer contribution / active EE | $5,448 | $2,369+130.0% | $2,921+86.5% | $2,544+114.1% |
| Participant deferral / active EE | $8,184 | $3,977+105.8% | $4,564+79.3% | $4,237+93.2% |
| Admin fee / account holder | $164 | $707-76.9% | $8,445-98.1% | $593-72.4% |