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 |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $68,334 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,694 | $82,202+60.2% | $125,339+5.1% | $64,808+103.2% |
| Participation rate | 87.8% | 77.9%+10.0pp | 82.4%+5.5pp | 71.5%+16.4pp |
| Annual return | -16.82% | 3.48%-20.3pp | 572.05%-588.9pp | 32.82%-49.6pp |
| Employer contribution / active EE | $1,229 | $3,615-66.0% | $4,814-74.5% | $2,506-50.9% |
| Participant deferral / active EE | $10,856 | $7,175+51.3% | $7,446+45.8% | $4,310+151.9% |
| Admin fee / account holder | $174 | $163+6.6% | $10,010-98.3% | $188-7.4% |