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 | $86,884 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $68,664 | $36,939+85.9% | $80,716-14.9% | $93,030-26.2% |
| Participation rate | 23.0% | 32.6%-9.5pp | 54.2%-31.1pp | 73.9%-50.9pp |
| Annual return | 15.98% | 17.55%-1.6pp | 87.28%-71.3pp | 158.70%-142.7pp |
| Employer contribution / active EE | $575 | $455+26.4% | $1,160-50.4% | $2,706-78.7% |
| Participant deferral / active EE | $1,184 | $1,044+13.5% | $2,146-44.8% | $4,562-74.0% |
| Admin fee / account holder | $51 | $162-68.6% | $3,380-98.5% | $152-66.6% |