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.9+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $145,919 |
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 | $68,342 | $30,302+125.5% | $58,482+16.9% | $103,482-34.0% |
| Participation rate | 10.3% | 29.5%-19.3pp | 50.9%-40.6pp | 73.3%-63.0pp |
| Annual return | 17.55% | 19.69%-2.1pp | 4239.32%-4221.8pp | 33.11%-15.6pp |
| Employer contribution / active EE | $328 | $512-36.0% | $1,053-68.9% | $3,208-89.8% |
| Participant deferral / active EE | $691 | $1,170-40.9% | $1,924-64.1% | $5,207-86.7% |
| Admin fee / account holder | $81 | $109-25.9% | $2,516-96.8% | $114-29.4% |