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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.
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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.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $96,496 |
CHARLES SCHWAB & CO., INC.4 years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage; ... | $68 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $23,451 | $78,044-70.0% | $91,220-74.3% | $78,044-70.0% |
| Participation rate | 34.3% | 74.4%-40.1pp | 73.2%-38.9pp | 74.4%-40.1pp |
| Annual return | -11.20% | 10.87%-22.1pp | 114.01%-125.2pp | 10.87%-22.1pp |
| Employer contribution / active EE | $1,034 | $3,125-66.9% | $2,850-63.7% | $3,125-66.9% |
| Participant deferral / active EE | $2,880 | $5,084-43.4% | $4,234-32.0% | $5,084-43.4% |
| Admin fee / account holder | $31 | $79-60.2% | $5,420-99.4% | $79-60.2% |