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.8+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $122,931 |
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 | $58,922 | $26,906+119.0% | $61,373-4.0% | $77,904-24.4% |
| Participation rate | 22.7% | 33.4%-10.7pp | 52.6%-29.9pp | 73.7%-51.0pp |
| Annual return | -14.37% | -14.46%+0.1pp | 338.61%-353.0pp | 12.21%-26.6pp |
| Employer contribution / active EE | $661 | $521+26.9% | $1,159-43.0% | $2,848-76.8% |
| Participant deferral / active EE | $1,301 | $1,180+10.3% | $2,125-38.8% | $4,806-72.9% |
| Admin fee / account holder | $78 | $117-33.1% | $2,130-96.3% | $133-41.0% |