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,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $31,770 |
PRISM ADVISORS INC3 years Service code 26 · EIN 20-0077521 | Advisory (Participants) | $9,355 |
CHARLES SCHWAB & CO., INC.8+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Float revenue; ... | $802 |
CHARLES SCHWAB & CO., INC.2 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 | $151,257 | $130,141+16.2% | $86,677+74.5% | $77,904+94.2% |
| Participation rate | 98.6% | 85.9%+12.7pp | 76.6%+22.1pp | 73.7%+24.9pp |
| Annual return | -16.82% | -12.75%-4.1pp | 35.91%-52.7pp | 12.21%-29.0pp |
| Employer contribution / active EE | $6,178 | $3,220+91.8% | $2,836+117.8% | $2,848+116.9% |
| Participant deferral / active EE | $8,535 | $5,757+48.2% | $4,656+83.3% | $4,806+77.6% |
| Admin fee / account holder | $26 | $132-80.5% | $7,493-99.7% | $133-80.7% |