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.2 years Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $752,401,150 |
CHARLES SCHWAB & CO., INC.9 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $17,471 |
Service code 26 · EIN 30-0856485 | Advisory (Participants) | $9,089 |
CHARLES SCHWAB & CO., INC.11+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Float revenue; ... | $2,368 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $396,150 | $131,799+200.6% | $200,582+97.5% | $85,563+363.0% |
| Participation rate | 97.4% | 87.9%+9.5pp | 86.9%+10.5pp | 66.0%+31.5pp |
| Annual return | 16.62% | 21.59%-5.0pp | 42.33%-25.7pp | 31.51%-14.9pp |
| Employer contribution / active EE | $14,869 | $4,532+228.1% | $6,419+131.6% | $2,654+460.3% |
| Participant deferral / active EE | $16,698 | $7,702+116.8% | $9,331+79.0% | $4,375+281.6% |
| Admin fee / account holder | $47 | $235-80.0% | $16,305-99.7% | $834-94.4% |