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.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $328,024 |
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 | $38,495 | $81,719-52.9% | $101,248-62.0% | $90,288-57.4% |
| Participation rate | 97.2% | 80.7%+16.5pp | 75.8%+21.4pp | 73.4%+23.8pp |
| Annual return | 14.30% | 337.64%-323.3pp | 46.47%-32.2pp | 53.97%-39.7pp |
| Employer contribution / active EE | $1,313 | $3,622-63.8% | $3,660-64.1% | $2,524-48.0% |
| Participant deferral / active EE | $4,527 | $3,310+36.8% | $4,370+3.6% | $4,232+7.0% |
| Admin fee / account holder | $103 | $162-36.6% | $5,945-98.3% | $114-10.0% |