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 RETIREMENTPLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $47,738 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $344,510 | $101,317+240.0% | $146,958+134.4% | $74,495+362.5% |
| Participation rate | 69.7% | 75.5%-5.8pp | 82.2%-12.5pp | 67.2%+2.5pp |
| Annual return | 18.08% | 8730.91%-8712.8pp | 418.34%-400.3pp | 1364.94%-1346.9pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $11,692 | $7,303+60.1% | $8,070+44.9% | $4,346+169.0% |
| Admin fee / account holder | $419 | $1,739-75.9% | $12,998-96.8% | $1,942-78.4% |