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.4+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES, IN Service code 15 · EIN 34-1479833 | Recordkeeping | $72,574 |
CHARLES SCHWAB & CO., INC.4+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $94 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $3 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,689 | $65,223-3.9% | $80,019-21.7% | $55,725+12.5% |
| Participation rate | 83.5% | 80.6%+3.0pp | 75.8%+7.7pp | 70.9%+12.7pp |
| Annual return | -5.69% | 7.59%-13.3pp | 11.22%-16.9pp | 244.93%-250.6pp |
| Employer contribution / active EE | $1,598 | $2,544-37.2% | $2,468-35.3% | $2,078-23.1% |
| Participant deferral / active EE | $4,417 | $3,881+13.8% | $3,686+19.8% | $3,356+31.6% |
| Admin fee / account holder | $113 | $114-1.0% | $6,521-98.3% | $115-1.9% |