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.8+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $150,237 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $141,733 | $84,000+68.7% | $119,609+18.5% | $77,904+81.9% |
| Participation rate | 62.5% | 77.8%-15.3pp | 79.3%-16.8pp | 73.7%-11.2pp |
| Annual return | -14.61% | -11.59%-3.0pp | -14.97%+0.4pp | 12.21%-26.8pp |
| Employer contribution / active EE | $3,356 | $2,907+15.4% | $4,232-20.7% | $2,848+17.8% |
| Participant deferral / active EE | $5,267 | $4,705+11.9% | $5,602-6.0% | $4,806+9.6% |
| Admin fee / account holder | $124 | $116+6.7% | $10,323-98.8% | $133-6.8% |