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.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $399,470 |
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 | $42,085 | $88,770-52.6% | $109,143-61.4% | $93,030-54.8% |
| Participation rate | 97.2% | 81.5%+15.7pp | 75.9%+21.3pp | 73.9%+23.3pp |
| Annual return | 12.12% | 60.64%-48.5pp | 25.75%-13.6pp | 158.70%-146.6pp |
| Employer contribution / active EE | $1,459 | $3,780-61.4% | $3,722-60.8% | $2,706-46.1% |
| Participant deferral / active EE | $4,971 | $3,630+36.9% | $4,653+6.8% | $4,562+9.0% |
| Admin fee / account holder | $118 | $172-31.4% | $6,752-98.2% | $152-22.0% |