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 |
|---|---|---|
Service code 28 · EIN 47-1411118 | Investment Management | $25,000 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $14,434 |
CHARLES SCHWAB & CO., INC.4 years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $107,195 | $54,573+96.4% | $90,951+17.9% | $73,488+45.9% |
| Participation rate | 76.3% | 61.2%+15.1pp | 69.0%+7.3pp | 70.7%+5.6pp |
| Annual return | 17.33% | 16.69%+0.6pp | 134.60%-117.3pp | 28.51%-11.2pp |
| Employer contribution / active EE | $1,568 | $991+58.2% | $2,122-26.1% | $2,270-30.9% |
| Participant deferral / active EE | $5,276 | $2,517+109.6% | $3,373+56.4% | $3,740+41.1% |
| Admin fee / account holder | $349 | $521-33.1% | $5,959-94.1% | $513-32.0% |