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.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $38,476 |
Service code 26 · EIN 88-0967642 | Advisory (Participants) | $10,423 |
CHARLES SCHWAB & CO., INC.9+ years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage c... | $604 |
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 | $646,837 | $91,407+607.6% | $135,903+376.0% | $71,457+805.2% |
| Participation rate | 99.5% | 75.7%+23.9pp | 81.9%+17.6pp | 67.9%+31.6pp |
| Annual return | 17.34% | 29.90%-12.6pp | 68.23%-50.9pp | 28.85%-11.5pp |
| Employer contribution / active EE | $9,744 | $3,703+163.1% | $4,856+100.6% | $2,588+276.6% |
| Participant deferral / active EE | $21,685 | $7,092+205.8% | $7,758+179.5% | $4,289+405.6% |
| Admin fee / account holder | $179 | $1,266-85.9% | $10,762-98.3% | $1,587-88.7% |