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 | $62,688+25.3% | $178,014-55.9% | $77,671+1.2% |
| Participation rate | 89.6% | 66.9%+22.7pp | 77.1%+12.5pp | 70.6%+19.0pp |
| Annual return | 10.97% | 16.16%-5.2pp | 294.80%-283.8pp | 31.21%-20.2pp |
| Employer contribution / active EE | $1,398 | $1,912-26.8% | $3,950-64.6% | $2,726-48.7% |
| Participant deferral / active EE | $6,055 | $4,224+43.4% | $6,276-3.5% | $4,648+30.3% |
| Admin fee / account holder | $83 | $386-78.5% | $10,362-99.2% | $430-80.7% |