See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $26,677 |
Filed as: CHARLES SCHWAB & CO INC AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,325 | $104,475-20.2% | $159,436-47.7% | $79,386+5.0% |
| Participation rate | 91.3% | 76.6%+14.7pp | 82.8%+8.5pp | 70.7%+20.6pp |
| Annual return | 14.26% | 67.95%-53.7pp | 263.57%-249.3pp | 116.85%-102.6pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,829-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $4,230 | $6,467-34.6% | $7,352-42.5% | $4,046+4.6% |
| Admin fee / account holder | $156 | $711-78.1% | $10,799-98.6% | $626-75.1% |