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.10+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $128,286 |
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 | $76,483 | $36,728+108.2% | $56,411+35.6% | $99,062-22.8% |
| Participation rate | 15.8% | 25.4%-9.5pp | 52.5%-36.6pp | 71.6%-55.8pp |
| Annual return | 27.86% | 14.66%+13.2pp | 1701.33%-1673.5pp | 17.66%+10.2pp |
| Employer contribution / active EE | $545 | $415+31.5% | $1,039-47.5% | $3,262-83.3% |
| Participant deferral / active EE | $1,121 | $1,058+5.9% | $1,952-42.6% | $5,331-79.0% |
| Admin fee / account holder | $68 | $113-40.2% | $2,829-97.6% | $109-37.9% |