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 | $11,749 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $4 |
Filed as: CHARLES SCHWAB & CO INC. AND AFFILI Service code 59 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $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 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 | $161,617 | $73,638+119.5% | $95,952+68.4% | $73,488+119.9% |
| Participation rate | 92.1% | 76.2%+16.0pp | 77.1%+15.1pp | 70.7%+21.5pp |
| Annual return | 15.18% | 16.78%-1.6pp | 91.61%-76.4pp | 28.51%-13.3pp |
| Employer contribution / active EE | $1,250 | $1,863-32.9% | $2,541-50.8% | $2,270-44.9% |
| Participant deferral / active EE | $9,606 | $3,617+165.6% | $4,167+130.5% | $3,740+156.9% |
| Admin fee / account holder | $56 | $482-88.3% | $6,795-99.2% | $513-89.0% |