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.5+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES, IN Service code 15 · EIN 34-1479833 | Recordkeeping | $72,789 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Direct payment ... | $308 |
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 | $72,960 | $74,347-1.9% | $93,606-22.1% | $67,579+8.0% |
| Participation rate | 85.5% | 80.6%+4.9pp | 75.8%+9.7pp | 71.3%+14.2pp |
| Annual return | 19.17% | 28.07%-8.9pp | 32.76%-13.6pp | 378.56%-359.4pp |
| Employer contribution / active EE | $1,660 | $2,583-35.7% | $2,718-38.9% | $2,148-22.7% |
| Participant deferral / active EE | $4,723 | $4,060+16.3% | $4,069+16.1% | $3,539+33.4% |
| Admin fee / account holder | $111 | $123-9.4% | $7,888-98.6% | $142-21.9% |