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 6-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 | $6,304 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $41,308 | $130,194-68.3% | $169,993-75.7% | $71,457-42.2% |
| Participation rate | 87.0% | 86.1%+0.9pp | 87.0%0pp | 67.9%+19.1pp |
| Annual return | 49.66% | 20.37%+29.3pp | 53.37%-3.7pp | 28.85%+20.8pp |
| Employer contribution / active EE | $95 | $4,381-97.8% | $6,785-98.6% | $2,588-96.3% |
| Participant deferral / active EE | $12,554 | $6,923+81.3% | $10,408+20.6% | $4,289+192.7% |
| Admin fee / account holder | $25 | $966-97.4% | $12,815-99.8% | $1,587-98.4% |