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 |
|---|---|---|
Service code 28 · EIN 20-8532658 | Investment Management | $147,226 |
CHARLES SCHWAB & CO., INC.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $21,286 |
CHARLES SCHWAB & CO., INC.8 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
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 | $140,961 | $112,686+25.1% | $169,993-17.1% | $80,160+75.8% |
| Participation rate | 85.2% | 87.4%-2.2pp | 87.0%-1.8pp | 72.9%+12.3pp |
| Annual return | 19.25% | 67.04%-47.8pp | 53.37%-34.1pp | 40.38%-21.1pp |
| Employer contribution / active EE | $3,733 | $4,481-16.7% | $6,785-45.0% | $2,978+25.4% |
| Participant deferral / active EE | $8,819 | $7,876+12.0% | $10,408-15.3% | $5,017+75.8% |
| Admin fee / account holder | $104 | $99+5.0% | $12,815-99.2% | $145-28.2% |