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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $55,411 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES, IN Service code 15 · EIN 34-1479833 | Recordkeeping | $53,899 |
Filed as: CHARLES SCHWAB & CO INC AND AFFILIA 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 | $65,989 | $92,813-28.9% | $108,745-39.3% | $65,292+1.1% |
| Participation rate | 97.6% | 84.5%+13.1pp | 77.7%+19.9pp | 72.4%+25.2pp |
| Annual return | 146.71% | 14.67%+132.0pp | 46.22%+100.5pp | 11.84%+134.9pp |
| Employer contribution / active EE | $2,766 | $3,016-8.3% | $3,323-16.8% | $2,302+20.2% |
| Participant deferral / active EE | $6,535 | $5,191+25.9% | $5,121+27.6% | $3,579+82.6% |
| Admin fee / account holder | $10 | $56-82.6% | $6,144-99.8% | $57-83.0% |