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 3-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 |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $29,653 |
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 | $52,017 | $95,274-45.4% | $135,903-61.7% | $74,419-30.1% |
| Participation rate | 77.3% | 78.2%-0.9pp | 81.9%-4.6pp | 70.7%+6.6pp |
| Annual return | 44.22% | 32.77%+11.5pp | 68.23%-24.0pp | 34.38%+9.8pp |
| Employer contribution / active EE | $3,727 | $3,874-3.8% | $4,856-23.2% | $2,637+41.3% |
| Participant deferral / active EE | $10,367 | $7,782+33.2% | $7,758+33.6% | $4,528+129.0% |
| Admin fee / account holder | $50 | $266-81.3% | $10,762-99.5% | $348-85.7% |