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 INC Service code 15 · EIN 34-1479833 | Recordkeeping | $263,560 |
MOSS LEVY AND HARTZHEIM LLP2+ years Service code 10 · EIN 75-3194011 | Accounting | $5,745 |
CHARLES SCHWAB & CO., INC.2+ 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 | $32,071 | $54,392-41.0% | $84,750-62.2% | $63,975-49.9% |
| Participation rate | 95.4% | 76.9%+18.5pp | 76.6%+18.8pp | 71.1%+24.2pp |
| Annual return | 7.11% | 611.38%-604.3pp | 22.78%-15.7pp | 48.65%-41.5pp |
| Employer contribution / active EE | $1,499 | $2,943-49.1% | $3,574-58.1% | $2,182-31.3% |
| Participant deferral / active EE | $3,449 | $2,593+33.0% | $3,712-7.1% | $3,356+2.8% |
| Admin fee / account holder | $121 | $136-11.2% | $5,332-97.7% | $70+71.3% |