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 | $65,092 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $2,311 |
Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $6 |
CHARLES SCHWAB & CO., INC.3+ 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 | $134,232 | $46,966+185.8% | $185,117-27.5% | $69,631+92.8% |
| Participation rate | 91.3% | 65.3%+26.1pp | 77.3%+14.1pp | 70.7%+20.6pp |
| Annual return | 17.60% | 22.36%-4.8pp | 40.50%-22.9pp | 27571.02%-27553.4pp |
| Employer contribution / active EE | $3,151 | $1,360+131.6% | $4,182-24.7% | $2,032+55.0% |
| Participant deferral / active EE | $10,216 | $3,017+238.6% | $5,045+102.5% | $3,224+216.9% |
| Admin fee / account holder | $151 | $94+61.4% | $8,159-98.1% | $110+37.1% |