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 |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $25,774 |
CHARLES SCHWAB & CO., INC.6+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Direct pa... | $647 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $579,786 | $99,957+480.0% | $149,696+287.3% | $73,488+689.0% |
| Participation rate | 99.5% | 75.7%+23.8pp | 82.5%+17.0pp | 70.7%+28.8pp |
| Annual return | 14.02% | 53.87%-39.8pp | 276.60%-262.6pp | 28.51%-14.5pp |
| Employer contribution / active EE | $9,396 | $3,191+194.5% | $4,644+102.3% | $2,270+313.9% |
| Participant deferral / active EE | $18,403 | $6,073+203.1% | $6,842+169.0% | $3,740+392.1% |
| Admin fee / account holder | $102 | $551-81.6% | $9,309-98.9% | $513-80.2% |