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,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $81,459 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $206 |
Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL 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 | $209,679 | $56,485+271.2% | $185,823+12.8% | $86,799+141.6% |
| Participation rate | 93.8% | 65.5%+28.3pp | 81.7%+12.1pp | 72.3%+21.5pp |
| Annual return | 13.39% | 118.04%-104.6pp | 122.05%-108.7pp | 97.91%-84.5pp |
| Employer contribution / active EE | $10,645 | $1,843+477.6% | $5,167+106.0% | $2,405+342.6% |
| Participant deferral / active EE | $4,999 | $2,553+95.8% | $5,568-10.2% | $4,131+21.0% |
| Admin fee / account holder | $140 | $150-6.4% | $16,237-99.1% | $170-17.5% |