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 | $19,277 |
CHARLES SCHWAB & CO., INC.7+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Float rev... | $80 |
CHARLES SCHWAB & CO., INC.7+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES 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 | $127,140 | $93,131+36.5% | $106,548+19.3% | $86,799+46.5% |
| Participation rate | 89.1% | 81.4%+7.7pp | 76.1%+13.0pp | 72.3%+16.9pp |
| Annual return | 15.04% | 19.45%-4.4pp | 26.80%-11.8pp | 97.91%-82.9pp |
| Employer contribution / active EE | $2,622 | $2,895-9.5% | $2,819-7.0% | $2,405+9.0% |
| Participant deferral / active EE | $6,665 | $4,708+41.6% | $4,398+51.6% | $4,131+61.3% |
| Admin fee / account holder | $28 | $145-80.5% | $7,407-99.6% | $170-83.3% |