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.5+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $10,539 |
CHARLES SCHWAB & CO., INC.6+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Direct pa... | $500 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
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 | $240,083 | $79,519+201.9% | $95,952+150.2% | $73,409+227.0% |
| Participation rate | 96.0% | 81.2%+14.8pp | 77.1%+18.9pp | 72.2%+23.8pp |
| Annual return | 14.71% | 19.20%-4.5pp | 91.61%-76.9pp | 59.29%-44.6pp |
| Employer contribution / active EE | $6,181 | $2,048+201.8% | $2,541+143.2% | $2,234+176.7% |
| Participant deferral / active EE | $7,554 | $4,138+82.5% | $4,167+81.3% | $3,805+98.5% |
| Admin fee / account holder | $24 | $184-87.2% | $6,795-99.7% | $158-85.1% |