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.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $31,119 |
CHARLES SCHWAB & CO., INC.10+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2 years 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 | $222,248 | $110,299+101.5% | $102,423+117.0% | $199,593+11.4% |
| Participation rate | 95.7% | 86.3%+9.4pp | 76.5%+19.2pp | 72.0%+23.8pp |
| Annual return | 16.30% | 35.73%-19.4pp | 29.32%-13.0pp | 34.25%-17.9pp |
| Employer contribution / active EE | $5,953 | $3,603+65.2% | $3,023+96.9% | $3,034+96.2% |
| Participant deferral / active EE | $18,605 | $6,376+191.8% | $5,053+268.2% | $5,087+265.8% |
| Admin fee / account holder | $19 | $122-84.9% | $9,451-99.8% | $269-93.1% |