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.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $88,659 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $1 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO INC Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO INC AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $79,450 | $75,760+4.9% | $123,104-35.5% | $59,188+34.2% |
| Participation rate | 99.0% | 86.0%+12.9pp | 86.8%+12.2pp | 69.4%+29.5pp |
| Annual return | -1.40% | 2.93%-4.3pp | 13.22%-14.6pp | 5.51%-6.9pp |
| Employer contribution / active EE | $6,607 | $3,415+93.5% | $5,151+28.3% | $2,098+214.9% |
| Participant deferral / active EE | $6,163 | $5,000+23.3% | $6,230-1.1% | $3,265+88.8% |
| Admin fee / account holder | $29 | $61-51.8% | $9,015-99.7% | $92-68.3% |