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 9-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.8 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $54,274 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $78,573 | $62,624+25.5% | $177,989-55.9% | $77,643+1.2% |
| Participation rate | 89.6% | 66.8%+22.8pp | 77.1%+12.5pp | 70.6%+19.0pp |
| Annual return | 10.97% | 16.16%-5.2pp | 294.48%-283.5pp | 31.24%-20.3pp |
| Employer contribution / active EE | $1,398 | $1,909-26.7% | $3,949-64.6% | $2,726-48.7% |
| Participant deferral / active EE | $6,055 | $4,219+43.5% | $6,276-3.5% | $4,647+30.3% |
| Admin fee / account holder | $83 | $386-78.5% | $10,363-99.2% | $430-80.7% |