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 | $76,714 |
CHARLES SCHWAB & CO., INC.9+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Float r... | $418 |
Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $125,687 | $61,272+105.1% | $149,673-16.0% | $71,457+75.9% |
| Participation rate | 98.3% | 62.5%+35.7pp | 78.8%+19.5pp | 67.9%+30.3pp |
| Annual return | 12.71% | 35.85%-23.1pp | 134.42%-121.7pp | 28.85%-16.1pp |
| Employer contribution / active EE | $2,872 | $2,378+20.8% | $4,818-40.4% | $2,588+11.0% |
| Participant deferral / active EE | $5,323 | $2,917+82.5% | $5,680-6.3% | $4,289+24.1% |
| Admin fee / account holder | $289 | $1,261-77.1% | $13,210-97.8% | $1,587-81.8% |