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.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $42,409 |
PRISM ADVISORS INC4 years Service code 26 · EIN 20-0077521 | Advisory (Participants) | $8,633 |
CHARLES SCHWAB & CO., INC.9+ years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage; ... | $850 |
CHARLES SCHWAB & CO., INC.3 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 | $177,766 | $104,697+69.8% | $96,544+84.1% | $80,160+121.8% |
| Participation rate | 98.2% | 86.4%+11.9pp | 76.0%+22.3pp | 72.9%+25.3pp |
| Annual return | 16.57% | 21.78%-5.2pp | 25.84%-9.3pp | 40.38%-23.8pp |
| Employer contribution / active EE | $6,466 | $3,536+82.8% | $2,965+118.1% | $2,978+117.1% |
| Participant deferral / active EE | $8,086 | $6,188+30.7% | $4,851+66.7% | $5,017+61.2% |
| Admin fee / account holder | $31 | $107-71.1% | $8,252-99.6% | $145-78.7% |