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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $72,850 |
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 | $68,860 | $106,028-35.1% | $146,958-53.1% | $77,643-11.3% |
| Participation rate | 78.3% | 78.4%-0.1pp | 82.2%-3.9pp | 70.6%+7.7pp |
| Annual return | 27.14% | 56.73%-29.6pp | 418.34%-391.2pp | 31.24%-4.1pp |
| Employer contribution / active EE | $5,131 | $4,063+26.3% | $4,933+4.0% | $2,726+88.3% |
| Participant deferral / active EE | $13,014 | $7,990+62.9% | $8,070+61.3% | $4,647+180.0% |
| Admin fee / account holder | $99 | $337-70.6% | $12,998-99.2% | $430-77.0% |