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.10+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $65,559 |
Service code 28 · EIN 47-1411118 | Investment Management | $19,321 |
SIKICH LLP1 year Filed as: SIKICH CPA LLC Service code 10 · EIN 54-1172176 | Accounting | $11,250 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage c... | $138 |
Filed as: CHARLES SCHWAB & CO.,INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
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 | $48,359 | $88,890-45.6% | $102,423-52.8% | $77,643-37.7% |
| Participation rate | 95.7% | 80.9%+14.8pp | 76.5%+19.3pp | 70.6%+25.2pp |
| Annual return | 12.28% | 24.98%-12.7pp | 29.32%-17.0pp | 31.24%-19.0pp |
| Employer contribution / active EE | $2,104 | $2,698-22.0% | $3,023-30.4% | $2,726-22.8% |
| Participant deferral / active EE | $5,799 | $5,145+12.7% | $5,053+14.8% | $4,647+24.8% |
| Admin fee / account holder | $155 | $235-34.4% | $9,451-98.4% | $430-64.1% |