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 6-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.6+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $103,321 |
CHARLES SCHWAB & CO., INC.6+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Direct pa... | $7 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $61,747 | $115,744-46.7% | $100,391-38.5% | $199,593-69.1% |
| Participation rate | 37.6% | 85.7%-48.0pp | 81.5%-43.9pp | 72.0%-34.3pp |
| Annual return | 18.26% | 17.79%+0.5pp | 49.20%-30.9pp | 34.25%-16.0pp |
| Employer contribution / active EE | $1,353 | $3,657-63.0% | $3,942-65.7% | $3,034-55.4% |
| Participant deferral / active EE | $2,717 | $9,844-72.4% | $8,082-66.4% | $5,087-46.6% |
| Admin fee / account holder | $111 | $93+19.4% | $7,899-98.6% | $269-58.8% |