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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $32,499 |
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 | $319,722 | $71,516+347.1% | $98,439+224.8% | $71,457+347.4% |
| Participation rate | 100.0% | 72.7%+27.3pp | 75.2%+24.8pp | 67.9%+32.1pp |
| Annual return | 16.97% | 32.41%-15.4pp | 21.16%-4.2pp | 28.85%-11.9pp |
| Employer contribution / active EE | $10,794 | $2,399+350.0% | $3,048+254.1% | $2,588+317.2% |
| Participant deferral / active EE | $12,522 | $4,109+204.8% | $4,738+164.3% | $4,289+192.0% |
| Admin fee / account holder | $243 | $1,675-85.5% | $8,948-97.3% | $1,587-84.7% |