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 |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $6,055 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.9 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $120,269 | $60,261+99.6% | $81,783+47.1% | $74,546+61.3% |
| Participation rate | 72.2% | 62.9%+9.3pp | 72.4%-0.2pp | 67.2%+5.0pp |
| Annual return | 14.73% | 16.88%-2.2pp | 775.05%-760.3pp | 1366.03%-1351.3pp |
| Employer contribution / active EE | $2,083 | $2,622-20.5% | $2,913-28.5% | $2,624-20.6% |
| Participant deferral / active EE | $7,426 | $3,388+119.2% | $4,320+71.9% | $4,347+70.8% |
| Admin fee / account holder | $32 | $1,482-97.9% | $7,380-99.6% | $1,944-98.4% |