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.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $34,415 |
CHARLES SCHWAB & CO., INC.4 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $5,518 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $116,606 | $86,897+34.2% | $151,611-23.1% | $64,808+79.9% |
| Participation rate | 87.7% | 87.3%+0.4pp | 87.5%+0.2pp | 71.5%+16.3pp |
| Annual return | -18.35% | -3.57%-14.8pp | 3.33%-21.7pp | 32.82%-51.2pp |
| Employer contribution / active EE | $6,126 | $4,010+52.8% | $6,166-0.7% | $2,506+144.5% |
| Participant deferral / active EE | $9,751 | $6,690+45.8% | $8,363+16.6% | $4,310+126.2% |
| Admin fee / account holder | $35 | $153-77.2% | $11,616-99.7% | $188-81.4% |