Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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.10+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $83,728 |
CHARLES SCHWAB & CO., INC.2 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,002 | $54,193+42.1% | $93,654-17.8% | $77,671-0.9% |
| Participation rate | 84.1% | 63.9%+20.2pp | 68.7%+15.4pp | 70.6%+13.5pp |
| Annual return | 15.66% | 30.54%-14.9pp | 133.34%-117.7pp | 31.21%-15.5pp |
| Employer contribution / active EE | $3,269 | $1,168+179.9% | $2,421+35.0% | $2,726+19.9% |
| Participant deferral / active EE | $6,294 | $3,144+100.2% | $4,413+42.6% | $4,648+35.4% |
| Admin fee / account holder | $77 | $576-86.7% | $8,282-99.1% | $430-82.2% |