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 9-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.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $16,021 |
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 | $51,090 | $59,417-14.0% | $93,606-45.4% | $74,495-31.4% |
| Participation rate | 90.3% | 59.7%+30.7pp | 68.7%+21.6pp | 67.2%+23.1pp |
| Annual return | 11.00% | 81.83%-70.8pp | 133.20%-122.2pp | 1364.94%-1353.9pp |
| Employer contribution / active EE | $4,877 | $1,264+286.0% | $2,420+101.6% | $2,623+85.9% |
| Participant deferral / active EE | $2,647 | $3,050-13.2% | $4,411-40.0% | $4,346-39.1% |
| Admin fee / account holder | $84 | $3,021-97.2% | $8,285-99.0% | $1,942-95.7% |