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.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES, IN Service code 15 · EIN 34-1479833 | Recordkeeping | $40,684 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Float revenue; ... | $4,245 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO. AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
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 | $105,880 | $44,229+139.4% | $155,790-32.0% | $55,191+91.8% |
| Participation rate | 85.3% | 60.8%+24.5pp | 76.1%+9.2pp | 69.2%+16.1pp |
| Annual return | 1.07% | 0.37%+0.7pp | 71.54%-70.5pp | 10.78%-9.7pp |
| Employer contribution / active EE | $3,158 | $1,317+139.7% | $3,836-17.7% | $1,899+66.3% |
| Participant deferral / active EE | $8,443 | $2,851+196.1% | $4,797+76.0% | $3,046+177.1% |
| Admin fee / account holder | $88 | $86+2.4% | $7,478-98.8% | $91-2.8% |