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 | $33,100 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO INC Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3+ 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 | $102,425 | $89,274+14.7% | $149,718-31.6% | $77,958+31.4% |
| Participation rate | 96.8% | 87.6%+9.2pp | 87.1%+9.7pp | 71.6%+25.2pp |
| Annual return | 16.88% | 20.36%-3.5pp | 1501.63%-1484.8pp | 20.87%-4.0pp |
| Employer contribution / active EE | $7,472 | $3,727+100.5% | $5,445+37.2% | $2,310+223.4% |
| Participant deferral / active EE | $6,040 | $5,382+12.2% | $6,569-8.0% | $3,537+70.8% |
| Admin fee / account holder | $10 | $240-95.7% | $11,283-99.9% | $97-89.4% |