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 | $12,665 |
PRISM ADVISORS INC1 year Service code 26 · EIN 20-0077521 | Advisory (Participants) | $7,965 |
CHARLES SCHWAB & CO., INC.6+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $1,376 |
Filed as: HARLES SCHWAB & CO INC AND AFFILIAT 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 | $163,223 | $176,491-7.5% | $95,952+70.1% | $90,288+80.8% |
| Participation rate | 99.1% | 86.6%+12.6pp | 77.1%+22.1pp | 73.4%+25.8pp |
| Annual return | 14.33% | 20.14%-5.8pp | 91.61%-77.3pp | 53.97%-39.6pp |
| Employer contribution / active EE | $4,367 | $2,789+56.6% | $2,541+71.9% | $2,524+73.0% |
| Participant deferral / active EE | $6,641 | $5,340+24.4% | $4,167+59.4% | $4,232+56.9% |
| Admin fee / account holder | $14 | $154-91.2% | $6,795-99.8% | $114-88.1% |