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 |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES, IN Service code 15 · EIN 34-1479833 | Recordkeeping | $13,031 |
Filed as: PORTFOLIO EVALUATIONS INC Service code 28 · EIN 22-3189064 | Investment Management | $9,226 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.4 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $361,307 | $104,475+245.8% | $159,436+126.6% | $79,386+355.1% |
| Participation rate | 67.2% | 76.6%-9.4pp | 82.8%-15.6pp | 70.7%-3.5pp |
| Annual return | 14.77% | 67.95%-53.2pp | 263.57%-248.8pp | 116.85%-102.1pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,829-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $9,504 | $6,467+46.9% | $7,352+29.3% | $4,046+134.9% |
| Admin fee / account holder | $208 | $711-70.8% | $10,799-98.1% | $626-66.8% |