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.6+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $78,250 |
Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.6+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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 | $156,038 | $100,801+54.8% | $149,696+4.2% | $73,409+112.6% |
| Participation rate | 88.7% | 77.7%+11.0pp | 82.5%+6.3pp | 72.2%+16.6pp |
| Annual return | 18.84% | 265.34%-246.5pp | 276.60%-257.8pp | 59.29%-40.5pp |
| Employer contribution / active EE | $6,782 | $3,312+104.8% | $4,644+46.0% | $2,234+203.6% |
| Participant deferral / active EE | $10,266 | $6,404+60.3% | $6,842+50.1% | $3,805+169.8% |
| Admin fee / account holder | $137 | $181-24.1% | $9,309-98.5% | $158-13.1% |