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.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $389,929 |
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 | $39,057 | $76,774-49.1% | $112,228-65.2% | $77,904-49.9% |
| Participation rate | 97.3% | 80.2%+17.1pp | 75.1%+22.2pp | 73.7%+23.6pp |
| Annual return | -14.99% | -10.25%-4.7pp | 27.45%-42.4pp | 12.21%-27.2pp |
| Employer contribution / active EE | $1,658 | $3,977-58.3% | $3,635-54.4% | $2,848-41.8% |
| Participant deferral / active EE | $5,566 | $3,778+47.3% | $4,728+17.7% | $4,806+15.8% |
| Admin fee / account holder | $122 | $239-48.7% | $6,410-98.1% | $133-7.6% |