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.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $275,639 |
MOSS LEVY AND HARTZHEIM LLP1+ years Service code 10 · EIN 75-3194011 | Accounting | $9,375 |
CHARLES SCHWAB & CO., INC.1+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $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 | $31,700 | $55,516-42.9% | $75,781-58.2% | $59,188-46.4% |
| Participation rate | 87.8% | 73.6%+14.2pp | 75.8%+12.0pp | 69.4%+18.4pp |
| Annual return | -0.92% | -1.89%+1.0pp | 9.68%-10.6pp | 5.51%-6.4pp |
| Employer contribution / active EE | $821 | $2,604-68.4% | $3,323-75.3% | $2,098-60.8% |
| Participant deferral / active EE | $3,044 | $2,599+17.1% | $3,651-16.6% | $3,265-6.8% |
| Admin fee / account holder | $131 | $110+19.1% | $5,299-97.5% | $92+42.1% |