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 5-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 SERVICE,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $24,786 |
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 | $132,077 | $71,516+84.7% | $98,439+34.2% | $71,457+84.8% |
| Participation rate | 76.8% | 72.7%+4.1pp | 75.2%+1.6pp | 67.9%+8.9pp |
| Annual return | 16.34% | 32.41%-16.1pp | 21.16%-4.8pp | 28.85%-12.5pp |
| Employer contribution / active EE | $0 | $2,399-100.0% | $3,048-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $5,971 | $4,109+45.3% | $4,738+26.0% | $4,289+39.2% |
| Admin fee / account holder | $248 | $1,675-85.2% | $8,948-97.2% | $1,587-84.4% |