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 | $98,657 |
AMERICAN FUNDS3+ years Filed as: GILBERT CAPITAL GROUP Service code 28 · EIN 01-0521996 | Investment Management | $7,633 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $889 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $4 |
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 | $62,945 | $46,173+36.3% | $170,442-63.1% | $69,631-9.6% |
| Participation rate | 82.1% | 63.9%+18.2pp | 83.6%-1.5pp | 70.7%+11.4pp |
| Annual return | 13.96% | 21.62%-7.7pp | 205.93%-192.0pp | 27571.02%-27557.1pp |
| Employer contribution / active EE | $431 | $1,610-73.2% | $5,433-92.1% | $2,032-78.8% |
| Participant deferral / active EE | $2,912 | $2,080+40.0% | $4,939-41.1% | $3,224-9.7% |
| Admin fee / account holder | $177 | $116+52.4% | $13,880-98.7% | $110+60.1% |