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 | $77,353 |
Service code 28 · EIN 27-2233898 | Investment Management | $27,600 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3+ years Service code 59 · EIN 94-1737782 | 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 | $163,347 | $155,795+4.8% | $136,294+19.8% | $69,631+134.6% |
| Participation rate | 91.7% | 75.2%+16.5pp | 81.9%+9.8pp | 70.7%+21.1pp |
| Annual return | 16.78% | 232464.33%-232447.6pp | 5155.94%-5139.2pp | 27571.02%-27554.2pp |
| Employer contribution / active EE | $2,294 | $2,991-23.3% | $4,695-51.2% | $2,032+12.9% |
| Participant deferral / active EE | $9,100 | $5,394+68.7% | $6,247+45.7% | $3,224+182.3% |
| Admin fee / account holder | $175 | $128+36.6% | $9,243-98.1% | $110+58.7% |