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.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES, IN Service code 15 · EIN 34-1479833 | Recordkeeping | $25,012 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO INC Service code 33 · EIN 94-1737782 | Direct payment from the plan; Shareho... | $1,498 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $102,893 | $155,795-34.0% | $136,294-24.5% | $69,631+47.8% |
| Participation rate | 91.2% | 75.2%+15.9pp | 81.9%+9.3pp | 70.7%+20.5pp |
| Annual return | 15.93% | 232464.33%-232448.4pp | 5155.94%-5140.0pp | 27571.02%-27555.1pp |
| Employer contribution / active EE | $4,603 | $2,991+53.9% | $4,695-2.0% | $2,032+126.5% |
| Participant deferral / active EE | $9,031 | $5,394+67.4% | $6,247+44.6% | $3,224+180.1% |
| Admin fee / account holder | $42 | $128-67.1% | $9,243-99.5% | $110-61.8% |