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.6+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $164,173 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $201,781 | $100,801+100.2% | $149,696+34.8% | $73,409+174.9% |
| Participation rate | 94.3% | 77.7%+16.6pp | 82.5%+11.8pp | 72.2%+22.1pp |
| Annual return | 12.93% | 265.34%-252.4pp | 276.60%-263.7pp | 59.29%-46.4pp |
| Employer contribution / active EE | $3,014 | $3,312-9.0% | $4,644-35.1% | $2,234+34.9% |
| Participant deferral / active EE | $10,753 | $6,404+67.9% | $6,842+57.2% | $3,805+182.6% |
| Admin fee / account holder | $326 | $181+80.2% | $9,309-96.5% | $158+106.3% |