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.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $72,629 |
CHARLES SCHWAB & CO., INC.8+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Float revenue; ... | $246 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,042 | $52,525-4.7% | $117,472-57.4% | $77,904-35.8% |
| Participation rate | 28.3% | 61.6%-33.3pp | 70.6%-42.3pp | 73.7%-45.4pp |
| Annual return | -14.55% | -13.76%-0.8pp | 29.74%-44.3pp | 12.21%-26.8pp |
| Employer contribution / active EE | $975 | $2,166-55.0% | $4,176-76.7% | $2,848-65.8% |
| Participant deferral / active EE | $1,249 | $3,087-59.5% | $4,070-69.3% | $4,806-74.0% |
| Admin fee / account holder | $129 | $99+30.2% | $5,645-97.7% | $133-2.5% |