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 | $261,042 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Securities brokerage; Direct payment ... | $185 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO. AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
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 | $98,847 | $53,925+83.3% | $75,670+30.6% | $69,631+42.0% |
| Participation rate | 94.3% | 71.2%+23.1pp | 72.3%+22.0pp | 70.7%+23.6pp |
| Annual return | 15.73% | 17.84%-2.1pp | 27.34%-11.6pp | 27571.02%-27555.3pp |
| Employer contribution / active EE | $6,544 | $1,802+263.1% | $2,352+178.2% | $2,032+222.0% |
| Participant deferral / active EE | $6,140 | $2,569+139.0% | $3,142+95.4% | $3,224+90.5% |
| Admin fee / account holder | $276 | $97+184.4% | $5,800-95.2% | $110+150.1% |