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.2+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $80,843 |
IPS RIA, LLC2+ years Filed as: IPS RIA LLC Service code 29 · EIN 47-1445310 | Legal | $21,544 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage; ... | $1,379 |
Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $49 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $39,799 | $63,905-37.7% | $74,183-46.4% | $57,658-31.0% |
| Participation rate | 94.3% | 79.8%+14.5pp | 76.6%+17.7pp | 70.2%+24.1pp |
| Annual return | 5.91% | 60.60%-54.7pp | 17.74%-11.8pp | 5.13%+0.8pp |
| Employer contribution / active EE | $1,527 | $1,840-17.0% | $2,370-35.6% | $1,974-22.6% |
| Participant deferral / active EE | $3,706 | $3,448+7.5% | $3,550+4.4% | $3,061+21.1% |
| Admin fee / account holder | $104 | $91+14.1% | $5,586-98.1% | $95+10.0% |