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 | $18,230 |
SCHULTZE1 year Filed as: SCHULTZE ASSET MANAGEMENT LP Service code 26 · EIN 22-3563247 | Advisory (Participants) | $16,520 |
Service code 26 · EIN 27-4826969 | Advisory (Participants) | $10,311 |
Service code 26 · EIN 84-1314618 | Advisory (Participants) | $5,646 |
Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $2,225 |
Filed as: CHARLES SCHWAB & CO., INC AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $471,143 | $45,000+947.0% | $143,757+227.7% | $77,904+504.8% |
| Participation rate | 90.8% | 66.8%+23.9pp | 80.3%+10.4pp | 73.7%+17.1pp |
| Annual return | -15.54% | 29.03%-44.6pp | -0.04%-15.5pp | 12.21%-27.7pp |
| Employer contribution / active EE | $17,785 | $1,870+851.3% | $4,951+259.2% | $2,848+524.6% |
| Participant deferral / active EE | $23,643 | $3,157+649.0% | $5,637+319.4% | $4,806+392.0% |
| Admin fee / account holder | $89 | $98-9.7% | $14,673-99.4% | $133-33.0% |