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.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $51,674 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.5 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,896 | $111,608+39.7% | $177,821-12.3% | $73,409+112.4% |
| Participation rate | 99.3% | 87.9%+11.4pp | 87.7%+11.6pp | 72.2%+27.1pp |
| Annual return | 13.73% | 18.23%-4.5pp | 48.32%-34.6pp | 59.29%-45.6pp |
| Employer contribution / active EE | $4,465 | $3,796+17.6% | $5,918-24.6% | $2,234+99.9% |
| Participant deferral / active EE | $6,933 | $6,199+11.8% | $7,714-10.1% | $3,805+82.2% |
| Admin fee / account holder | $159 | $166-3.7% | $12,427-98.7% | $158+1.0% |