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 4-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, IN Service code 15 · EIN 34-1479833 | Recordkeeping | $9,184 |
OBERMEYER WOOD INVESTMENT COUN4+ years Service code 26 · EIN 47-1971924 | Advisory (Participants) | $6,391 |
CHARLES SCHWAB & CO., INC.4+ years Service code 33 · EIN 94-1737782 | Float revenue; Shareholder servicing ... | $1,302 |
Filed as: CHARLES SCHWAB & CO.,INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
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 | $113,823 | $106,028+7.4% | $146,958-22.5% | $77,643+46.6% |
| Participation rate | 98.9% | 78.4%+20.5pp | 82.2%+16.7pp | 70.6%+28.3pp |
| Annual return | 17.34% | 56.73%-39.4pp | 418.34%-401.0pp | 31.24%-13.9pp |
| Employer contribution / active EE | $13,825 | $4,063+240.3% | $4,933+180.3% | $2,726+407.2% |
| Participant deferral / active EE | $12,741 | $7,990+59.5% | $8,070+57.9% | $4,647+174.2% |
| Admin fee / account holder | $25 | $337-92.7% | $12,998-99.8% | $430-94.3% |