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 Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $1,657 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $1,275 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $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 | $220,443 | $155,795+41.5% | $136,294+61.7% | $69,631+216.6% |
| Participation rate | 92.9% | 75.2%+17.6pp | 81.9%+10.9pp | 70.7%+22.2pp |
| Annual return | 16.48% | 232464.33%-232447.9pp | 5155.94%-5139.5pp | 27571.02%-27554.5pp |
| Employer contribution / active EE | $11,247 | $2,991+276.0% | $4,695+139.5% | $2,032+453.5% |
| Participant deferral / active EE | $8,249 | $5,394+52.9% | $6,247+32.0% | $3,224+155.9% |
| Admin fee / account holder | $3 | $128-97.3% | $9,243-100.0% | $110-96.8% |