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.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $41,363 |
CHARLES SCHWAB & CO., INC.7 years Service code 33 · EIN 94-1737782 | Float revenue; Direct payment from th... | $105 |
CHARLES SCHWAB & CO., INC.3 years 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 | $522,753 | $132,049+295.9% | $200,582+160.6% | $74,304+603.5% |
| Participation rate | 94.4% | 84.1%+10.3pp | 86.9%+7.5pp | 60.3%+34.0pp |
| Annual return | 21.36% | 22.22%-0.9pp | 42.33%-21.0pp | 29.43%-8.1pp |
| Employer contribution / active EE | $21,463 | $4,558+370.9% | $6,419+234.4% | $2,241+857.7% |
| Participant deferral / active EE | $17,193 | $7,213+138.4% | $9,331+84.3% | $3,767+356.4% |
| Admin fee / account holder | $121 | $2,405-95.0% | $16,305-99.3% | $2,969-95.9% |