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.7 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $109,009 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $294 |
CHARLES SCHWAB & CO., INC.10+ 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 | $171,547 | $110,299+55.5% | $102,423+67.5% | $199,593-14.1% |
| Participation rate | 82.2% | 86.3%-4.0pp | 76.5%+5.8pp | 72.0%+10.3pp |
| Annual return | 15.90% | 35.73%-19.8pp | 29.32%-13.4pp | 34.25%-18.4pp |
| Employer contribution / active EE | $3,634 | $3,603+0.8% | $3,023+20.2% | $3,034+19.8% |
| Participant deferral / active EE | $15,299 | $6,376+140.0% | $5,053+202.8% | $5,087+200.8% |
| Admin fee / account holder | $69 | $122-43.8% | $9,451-99.3% | $269-74.4% |