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.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $135,910 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO.,INC. Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Other inv... | $680 |
Filed as: CHARLES SCHWAB & CO INC. AND AFFILI Service code 59 | Shareholder Servicing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $121,021 | $110,699+9.3% | $177,821-31.9% | $90,288+34.0% |
| Participation rate | 93.2% | 88.3%+4.9pp | 87.7%+5.5pp | 73.4%+19.9pp |
| Annual return | 22.39% | 22.79%-0.4pp | 48.32%-25.9pp | 53.97%-31.6pp |
| Employer contribution / active EE | $915 | $4,118-77.8% | $5,918-84.5% | $2,524-63.8% |
| Participant deferral / active EE | $15,123 | $6,731+124.7% | $7,714+96.1% | $4,232+257.3% |
| Admin fee / account holder | $73 | $90-18.9% | $12,427-99.4% | $114-36.0% |