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.3+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $105,534 |
MMA SECURITIES LLC2+ years Filed as: MMC SECURITIES LLC Service code 28 · EIN 06-1685865 | Investment Management | $25,785 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Direct payment ... | $389 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $1 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO. INC AND AFFILI Service code 59 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $65,846 | $53,925+22.1% | $75,670-13.0% | $69,631-5.4% |
| Participation rate | 93.1% | 71.2%+21.9pp | 72.3%+20.8pp | 70.7%+22.5pp |
| Annual return | 18.93% | 17.84%+1.1pp | 27.34%-8.4pp | 27571.02%-27552.1pp |
| Employer contribution / active EE | $3,719 | $1,802+106.4% | $2,352+58.2% | $2,032+83.0% |
| Participant deferral / active EE | $5,710 | $2,569+122.3% | $3,142+81.7% | $3,224+77.1% |
| Admin fee / account holder | $168 | $97+72.6% | $5,800-97.1% | $110+51.8% |