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 | $100,081 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO INC Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO INC AND AFFIL Service code 59 | Shareholder Servicing | $0 |
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 | $89,797 | $80,354+11.8% | $133,980-33.0% | $63,975+40.4% |
| Participation rate | 97.9% | 87.5%+10.4pp | 87.1%+10.8pp | 71.1%+26.8pp |
| Annual return | 7.95% | 13.11%-5.2pp | 29.30%-21.4pp | 48.65%-40.7pp |
| Employer contribution / active EE | $10,421 | $3,503+197.4% | $5,211+100.0% | $2,182+377.7% |
| Participant deferral / active EE | $5,991 | $5,239+14.4% | $6,282-4.6% | $3,356+78.5% |
| Admin fee / account holder | $32 | $69-53.6% | $9,324-99.7% | $70-54.3% |