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.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $19,027 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $156,440 | $86,225+81.4% | $146,665+6.7% | $86,799+80.2% |
| Participation rate | 67.3% | 78.0%-10.6pp | 80.1%-12.7pp | 72.3%-4.9pp |
| Annual return | 13.69% | 31.23%-17.5pp | 22.74%-9.1pp | 97.91%-84.2pp |
| Employer contribution / active EE | $1,328 | $2,392-44.5% | $4,136-67.9% | $2,405-44.8% |
| Participant deferral / active EE | $4,806 | $4,245+13.2% | $5,506-12.7% | $4,131+16.3% |
| Admin fee / account holder | $45 | $195-77.0% | $10,280-99.6% | $170-73.5% |