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 10-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 | $17,018 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $159,362 | $88,634+79.8% | $101,326+57.3% | $74,304+114.5% |
| Participation rate | 36.4% | 76.9%-40.5pp | 81.5%-45.1pp | 60.3%-24.0pp |
| Annual return | 12.82% | 33.10%-20.3pp | 36.82%-24.0pp | 29.43%-16.6pp |
| Employer contribution / active EE | $1,017 | $2,930-65.3% | $3,665-72.3% | $2,241-54.6% |
| Participant deferral / active EE | $3,148 | $7,322-57.0% | $7,994-60.6% | $3,767-16.4% |
| Admin fee / account holder | $114 | $2,425-95.3% | $11,185-99.0% | $2,969-96.2% |