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 5-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 INC Service code 15 · EIN 34-1479833 | Recordkeeping | $35,225 |
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 | $45,866 | $79,519-42.3% | $95,952-52.2% | $73,409-37.5% |
| Participation rate | 95.1% | 81.2%+13.9pp | 77.1%+18.0pp | 72.2%+22.9pp |
| Annual return | 0.00% | 19.20%-19.2pp | 91.61%-91.6pp | 59.29%-59.3pp |
| Employer contribution / active EE | $5,090 | $2,048+148.6% | $2,541+100.3% | $2,234+127.9% |
| Participant deferral / active EE | $6,012 | $4,138+45.3% | $4,167+44.3% | $3,805+58.0% |
| Admin fee / account holder | $59 | $184-68.0% | $6,795-99.1% | $158-62.6% |