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 |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $345,984 |
FISHER INVESTMENTS2 years Service code 26 · EIN 20-2480800 | Advisory (Participants) | $7,813 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Direct pa... | $6,764 |
Service code 26 · EIN 27-0111619 | Advisory (Participants) | $5,516 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
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 | $112,761 | $66,601+69.3% | $92,893+21.4% | $67,579+66.9% |
| Participation rate | 97.9% | 72.5%+25.4pp | 76.0%+21.9pp | 71.3%+26.6pp |
| Annual return | 23.58% | 92.58%-69.0pp | 109.41%-85.8pp | 378.56%-355.0pp |
| Employer contribution / active EE | $5,555 | $2,775+100.2% | $3,653+52.1% | $2,148+158.6% |
| Participant deferral / active EE | $11,120 | $3,157+252.3% | $4,236+162.5% | $3,539+214.2% |
| Admin fee / account holder | $292 | $199+46.9% | $5,794-95.0% | $142+105.4% |