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 | $17,443 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $954 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $3 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO. AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
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 | $93,761 | $46,100+103.4% | $86,590+8.3% | $69,631+34.7% |
| Participation rate | 96.1% | 67.2%+29.0pp | 73.5%+22.6pp | 70.7%+25.4pp |
| Annual return | 14.67% | 21.02%-6.3pp | 964.84%-950.2pp | 27571.02%-27556.4pp |
| Employer contribution / active EE | $1,529 | $1,850-17.3% | $2,839-46.1% | $2,032-24.7% |
| Participant deferral / active EE | $2,441 | $2,432+0.4% | $3,609-32.4% | $3,224-24.3% |
| Admin fee / account holder | $25 | $94-73.3% | $4,906-99.5% | $110-77.3% |