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.11+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $192,144 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $256,329 | $160,882+59.3% | $200,582+27.8% | $102,872+149.2% |
| Participation rate | 86.1% | 91.2%-5.0pp | 86.9%-0.8pp | 73.0%+13.1pp |
| Annual return | 13.60% | 18.15%-4.6pp | 42.33%-28.7pp | 19.06%-5.5pp |
| Employer contribution / active EE | $4,492 | $5,602-19.8% | $6,419-30.0% | $3,526+27.4% |
| Participant deferral / active EE | $12,393 | $9,300+33.3% | $9,331+32.8% | $5,535+123.9% |
| Admin fee / account holder | $113 | $125-9.2% | $16,305-99.3% | $292-61.2% |