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 | $19,400 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Float revenue; Direct payment from th... | $12,038 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $3 |
CHARLES SCHWAB & CO., INC.1+ 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 | $86,559 | $71,957+20.3% | $67,652+27.9% | $59,188+46.2% |
| Participation rate | 86.8% | 82.7%+4.1pp | 75.7%+11.1pp | 69.4%+17.4pp |
| Annual return | 1.72% | 8.53%-6.8pp | 6625.04%-6623.3pp | 5.51%-3.8pp |
| Employer contribution / active EE | $2,744 | $2,432+12.8% | $2,266+21.1% | $2,098+30.8% |
| Participant deferral / active EE | $4,450 | $4,211+5.7% | $3,560+25.0% | $3,265+36.3% |
| Admin fee / account holder | $9 | $64-85.6% | $4,821-99.8% | $92-90.0% |