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 |
|---|---|---|
Service code 28 · EIN 94-3383736 | Investment Management | $96,199 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES Service code 15 · EIN 34-1479833 | Recordkeeping | $18,404 |
LAUTZE & LAUTZE1+ years Service code 10 · EIN 94-2513310 | Accounting | $17,500 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO INC & AFFILIATE Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO. Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $124,063 | $45,283+174.0% | $155,790-20.4% | $52,331+137.1% |
| Participation rate | 97.9% | 62.2%+35.7pp | 76.1%+21.8pp | 68.1%+29.8pp |
| Annual return | -0.59% | 1.80%-2.4pp | 71.54%-72.1pp | 4.54%-5.1pp |
| Employer contribution / active EE | $4,108 | $1,329+209.2% | $3,836+7.1% | $1,882+118.3% |
| Participant deferral / active EE | $5,412 | $2,854+89.6% | $4,797+12.8% | $3,022+79.1% |
| Admin fee / account holder | $796 | $981-18.9% | $7,478-89.4% | $592+34.5% |