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 |
|---|---|---|
Service code 28 · EIN 76-0451829 | Investment Management | $19,993 |
CHARLES SCHWAB & CO., INC.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $7,988 |
CHARLES SCHWAB & CO., INC.5 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $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 | $90,407 | $84,784+6.6% | $98,439-8.2% | $74,419+21.5% |
| Participation rate | 95.9% | 81.5%+14.3pp | 75.2%+20.7pp | 70.7%+25.2pp |
| Annual return | 21.48% | 20.59%+0.9pp | 21.16%+0.3pp | 34.38%-12.9pp |
| Employer contribution / active EE | $4,767 | $3,364+41.7% | $3,048+56.4% | $2,637+80.7% |
| Participant deferral / active EE | $5,542 | $5,218+6.2% | $4,738+17.0% | $4,528+22.4% |
| Admin fee / account holder | $81 | $204-60.2% | $8,948-99.1% | $348-76.6% |