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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.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $32,607 |
Service code 28 · EIN 26-0058143 | Investment Management | $29,080 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $158,455 | $101,317+56.4% | $146,958+7.8% | $74,495+112.7% |
| Participation rate | 83.3% | 75.5%+7.8pp | 82.2%+1.2pp | 67.2%+16.1pp |
| Annual return | 15.82% | 8730.91%-8715.1pp | 418.34%-402.5pp | 1364.94%-1349.1pp |
| Employer contribution / active EE | $1,854 | $3,810-51.4% | $4,933-62.4% | $2,623-29.3% |
| Participant deferral / active EE | $11,383 | $7,303+55.9% | $8,070+41.1% | $4,346+161.9% |
| Admin fee / account holder | $393 | $1,739-77.4% | $12,998-97.0% | $1,942-79.8% |