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.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $65,418 |
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 | $146,880 | $91,407+60.7% | $135,903+8.1% | $71,457+105.5% |
| Participation rate | 88.7% | 75.7%+13.0pp | 81.9%+6.7pp | 67.9%+20.7pp |
| Annual return | 21.31% | 29.90%-8.6pp | 68.23%-46.9pp | 28.85%-7.5pp |
| Employer contribution / active EE | $1,902 | $3,703-48.6% | $4,856-60.8% | $2,588-26.5% |
| Participant deferral / active EE | $11,330 | $7,092+59.7% | $7,758+46.0% | $4,289+164.2% |
| Admin fee / account holder | $165 | $1,266-87.0% | $10,762-98.5% | $1,587-89.6% |