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.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $402,962 |
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 | $44,037 | $88,480-50.2% | $96,683-54.5% | $80,160-45.1% |
| Participation rate | 97.3% | 79.9%+17.4pp | 74.3%+23.0pp | 72.9%+24.4pp |
| Annual return | 16.04% | 22.53%-6.5pp | 35.69%-19.7pp | 40.38%-24.3pp |
| Employer contribution / active EE | $1,506 | $4,176-63.9% | $3,737-59.7% | $2,978-49.4% |
| Participant deferral / active EE | $5,571 | $3,959+40.7% | $4,878+14.2% | $5,017+11.0% |
| Admin fee / account holder | $119 | $212-43.9% | $6,730-98.2% | $145-18.0% |