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.7 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $37,847 |
Service code 26 · EIN 26-1894983 | Advisory (Participants) | $14,519 |
PRISM ADVISORS INC5 years Service code 26 · EIN 20-0077521 | Advisory (Participants) | $9,126 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Other investmen... | $935 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
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 | $204,160 | $110,299+85.1% | $102,423+99.3% | $199,593+2.3% |
| Participation rate | 97.6% | 86.3%+11.3pp | 76.5%+21.1pp | 72.0%+25.6pp |
| Annual return | 12.74% | 35.73%-23.0pp | 29.32%-16.6pp | 34.25%-21.5pp |
| Employer contribution / active EE | $6,645 | $3,603+84.4% | $3,023+119.8% | $3,034+119.0% |
| Participant deferral / active EE | $8,950 | $6,376+40.4% | $5,053+77.1% | $5,087+75.9% |
| Admin fee / account holder | $39 | $122-68.1% | $9,451-99.6% | $269-85.5% |