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.4+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $366,693 |
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 | $150,903 | $122,186+23.5% | $146,958+2.7% | $199,593-24.4% |
| Participation rate | 93.8% | 78.3%+15.5pp | 82.2%+11.6pp | 72.0%+21.8pp |
| Annual return | 22.44% | 30.56%-8.1pp | 418.34%-395.9pp | 34.25%-11.8pp |
| Employer contribution / active EE | $1,736 | $4,093-57.6% | $4,933-64.8% | $3,034-42.8% |
| Participant deferral / active EE | $12,531 | $8,502+47.4% | $8,070+55.3% | $5,087+146.3% |
| Admin fee / account holder | $79 | $179-55.7% | $12,998-99.4% | $269-70.6% |