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.7 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $68,381 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,067 | $129,021+34.9% | $184,203-5.5% | $77,643+124.2% |
| Participation rate | 99.7% | 87.3%+12.3pp | 86.8%+12.8pp | 70.6%+29.1pp |
| Annual return | 15.59% | 33.27%-17.7pp | 28.81%-13.2pp | 31.24%-15.6pp |
| Employer contribution / active EE | $6,933 | $4,413+57.1% | $6,427+7.9% | $2,726+154.3% |
| Participant deferral / active EE | $8,387 | $7,297+14.9% | $9,131-8.2% | $4,647+80.5% |
| Admin fee / account holder | $192 | $254-24.3% | $13,901-98.6% | $430-55.3% |