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.9+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $140,941 |
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 | $154,657 | $84,993+82.0% | $129,995+19.0% | $80,160+92.9% |
| Participation rate | 65.2% | 79.5%-14.4pp | 78.5%-13.3pp | 72.9%-7.8pp |
| Annual return | 16.37% | 23.76%-7.4pp | -137.18%+153.5pp | 40.38%-24.0pp |
| Employer contribution / active EE | $3,665 | $3,051+20.1% | $4,320-15.1% | $2,978+23.1% |
| Participant deferral / active EE | $5,604 | $4,984+12.4% | $5,820-3.7% | $5,017+11.7% |
| Admin fee / account holder | $111 | $391-71.5% | $10,614-99.0% | $145-23.1% |