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.2+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES Service code 15 · EIN 34-1479833 | Recordkeeping | $57,941 |
BIK & CO, LLP2+ years Service code 10 · EIN 36-3244618 | Accounting | $19,500 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $957 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,427 | $56,629+26.1% | $77,999-8.4% | $55,167+29.5% |
| Participation rate | 74.0% | 73.3%+0.7pp | 75.5%-1.5pp | 69.0%+5.0pp |
| Annual return | 8.08% | 2866.98%-2858.9pp | 425.96%-417.9pp | 169.23%-161.1pp |
| Employer contribution / active EE | $3,668 | $1,723+112.9% | $2,470+48.5% | $1,963+86.9% |
| Participant deferral / active EE | $8,322 | $2,777+199.7% | $3,497+138.0% | $3,054+172.5% |
| Admin fee / account holder | $311 | $467-33.3% | $5,480-94.3% | $504-38.3% |