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.4+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $184,124 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,190 | $75,388+143.0% | $123,544+48.3% | $55,725+228.7% |
| Participation rate | 87.5% | 75.7%+11.8pp | 82.3%+5.2pp | 70.9%+16.6pp |
| Annual return | -4.20% | 4.48%-8.7pp | 119.20%-123.4pp | 244.93%-249.1pp |
| Employer contribution / active EE | $2,684 | $3,063-12.4% | $4,628-42.0% | $2,078+29.1% |
| Participant deferral / active EE | $9,237 | $5,651+63.5% | $6,426+43.7% | $3,356+175.3% |
| Admin fee / account holder | $444 | $120+270.6% | $9,284-95.2% | $115+285.4% |