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 | $48,300 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Other i... | $5,765 |
Filed as: PERSONAL RESOURCES INVESTMENT Service code 26 · EIN 20-0077521 | Advisory (Participants) | $5,538 |
Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
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 | $146,803 | $105,247+39.5% | $87,100+68.5% | $77,787+88.7% |
| Participation rate | 98.6% | 85.8%+12.8pp | 76.9%+21.7pp | 73.2%+25.3pp |
| Annual return | 19.96% | 24.52%-4.6pp | 28.19%-8.2pp | 32.57%-12.6pp |
| Employer contribution / active EE | $5,113 | $2,895+76.7% | $2,521+102.8% | $2,504+104.2% |
| Participant deferral / active EE | $6,028 | $5,060+19.1% | $4,049+48.9% | $3,967+51.9% |
| Admin fee / account holder | $34 | $104-67.4% | $7,497-99.5% | $100-66.0% |