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.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $163,708 |
CHARLES SCHWAB & CO., INC.7 years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $61 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,188 | $56,467+8.4% | $95,585-36.0% | $102,872-40.5% |
| Participation rate | 34.6% | 62.1%-27.5pp | 72.1%-37.4pp | 73.0%-38.4pp |
| Annual return | 22.03% | 17.94%+4.1pp | 38.56%-16.5pp | 19.06%+3.0pp |
| Employer contribution / active EE | $1,145 | $1,216-5.9% | $2,527-54.7% | $3,526-67.5% |
| Participant deferral / active EE | $2,821 | $3,007-6.2% | $4,023-29.9% | $5,535-49.0% |
| Admin fee / account holder | $66 | $112-41.6% | $6,127-98.9% | $292-77.6% |