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 3-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: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $419,096 |
BDO USA, LLP2+ years Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $29,000 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $239 |
Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
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 | $145,046 | $107,459+35.0% | $135,903+6.7% | $80,160+80.9% |
| Participation rate | 89.5% | 78.0%+11.4pp | 81.9%+7.6pp | 72.9%+16.6pp |
| Annual return | 18.42% | 91.91%-73.5pp | 68.23%-49.8pp | 40.38%-22.0pp |
| Employer contribution / active EE | $5,601 | $3,877+44.4% | $4,856+15.3% | $2,978+88.1% |
| Participant deferral / active EE | $9,529 | $8,195+16.3% | $7,758+22.8% | $5,017+89.9% |
| Admin fee / account holder | $146 | $127+14.8% | $10,762-98.6% | $145+0.6% |