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.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $111,894 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $34,688 | $55,331-37.3% | $81,812-57.6% | $199,593-82.6% |
| Participation rate | 39.1% | 62.5%-23.4pp | 72.3%-33.3pp | 72.0%-32.9pp |
| Annual return | 13.32% | 19.59%-6.3pp | 773.79%-760.5pp | 34.25%-20.9pp |
| Employer contribution / active EE | $311 | $2,101-85.2% | $2,912-89.3% | $3,034-89.7% |
| Participant deferral / active EE | $1,737 | $3,283-47.1% | $4,319-59.8% | $5,087-65.8% |
| Admin fee / account holder | $60 | $346-82.7% | $7,386-99.2% | $269-77.8% |