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.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $26,441 |
FISHER INVESTMENTS6 years Service code 26 · EIN 20-2480800 | Advisory (Participants) | $7,765 |
CHARLES SCHWAB & CO., INC.3 years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Float rev... | $710 |
CHARLES SCHWAB & CO., INC.8+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $189,120 | $72,254+161.7% | $86,677+118.2% | $64,808+191.8% |
| Participation rate | 78.0% | 80.4%-2.5pp | 76.6%+1.4pp | 71.5%+6.5pp |
| Annual return | -19.13% | 392.42%-411.6pp | 35.91%-55.0pp | 32.82%-51.9pp |
| Employer contribution / active EE | $765 | $2,393-68.0% | $2,836-73.0% | $2,506-69.5% |
| Participant deferral / active EE | $13,664 | $4,658+193.3% | $4,656+193.5% | $4,310+217.0% |
| Admin fee / account holder | $69 | $174-60.2% | $7,493-99.1% | $188-63.1% |