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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 |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES, IN Service code 15 · EIN 34-1479833 | Recordkeeping | $10,409 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,827 | $65,435-26.9% | $86,677-44.8% | $66,914-28.5% |
| Participation rate | 53.3% | 75.5%-22.1pp | 76.6%-23.2pp | 69.8%-16.5pp |
| Annual return | -17.87% | -10.89%-7.0pp | 35.91%-53.8pp | 1.58%-19.5pp |
| Employer contribution / active EE | $0 | $2,153-100.0% | $2,836-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $2,053 | $4,100-49.9% | $4,656-55.9% | $4,237-51.5% |
| Admin fee / account holder | $96 | $642-85.0% | $7,493-98.7% | $593-83.8% |