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.7 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $404,005 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $64,651 | $241,101-73.2% | $103,333-37.4% | $199,593-67.6% |
| Participation rate | 69.1% | 78.3%-9.2pp | 74.5%-5.5pp | 72.0%-2.9pp |
| Annual return | 10.59% | 17.80%-7.2pp | 24.88%-14.3pp | 34.25%-23.7pp |
| Employer contribution / active EE | $9,257 | $4,244+118.1% | $3,868+139.3% | $3,034+205.1% |
| Participant deferral / active EE | $0 | $3,958-100.0% | $5,057-100.0% | $5,087-100.0% |
| Admin fee / account holder | $189 | $288-34.2% | $8,355-97.7% | $269-29.6% |