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.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $63,725 |
DIVERSIFIED PORTFOLIO MGT LLC6+ years Service code 26 · EIN 20-4023105 | Advisory (Participants) | $16,210 |
CHARLES SCHWAB & CO., INC.6+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $1,113 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB & CO INC AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $134,275 | $58,879+128.1% | $178,490-24.8% | $73,488+82.7% |
| Participation rate | 96.4% | 66.2%+30.2pp | 81.9%+14.5pp | 70.7%+25.7pp |
| Annual return | 12.37% | 24.86%-12.5pp | 151.07%-138.7pp | 28.51%-16.1pp |
| Employer contribution / active EE | $2,458 | $2,236+9.9% | $5,011-50.9% | $2,270+8.3% |
| Participant deferral / active EE | $3,959 | $2,567+54.2% | $5,202-23.9% | $3,740+5.9% |
| Admin fee / account holder | $419 | $400+4.6% | $13,984-97.0% | $513-18.4% |