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.10+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $297,147 |
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 | $169,694 | $53,136+219.4% | $155,509+9.1% | $199,593-15.0% |
| Participation rate | 98.2% | 64.1%+34.1pp | 78.2%+20.0pp | 72.0%+26.2pp |
| Annual return | 13.50% | 41.15%-27.6pp | 64.67%-51.2pp | 34.25%-20.7pp |
| Employer contribution / active EE | $11,426 | $1,851+517.3% | $4,672+144.5% | $3,034+276.6% |
| Participant deferral / active EE | $11,397 | $3,161+260.6% | $5,626+102.6% | $5,087+124.0% |
| Admin fee / account holder | $70 | $185-62.4% | $15,912-99.6% | $269-74.1% |