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.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $51,954 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $313,602 | $95,880+227.1% | $107,525+191.7% | $85,563+266.5% |
| Participation rate | 78.6% | 70.1%+8.4pp | 75.1%+3.5pp | 66.0%+12.6pp |
| Annual return | 12.65% | 68.06%-55.4pp | 181.32%-168.7pp | 31.51%-18.9pp |
| Employer contribution / active EE | $7,896 | $3,812+107.1% | $3,754+110.4% | $2,654+197.6% |
| Participant deferral / active EE | $10,817 | $4,201+157.5% | $5,116+111.5% | $4,375+147.2% |
| Admin fee / account holder | $103 | $1,025-90.0% | $8,919-98.8% | $834-87.7% |