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.8 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $12,674 |
CHARLES SCHWAB & CO., INC.11+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $1,584 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO.,INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $473,558 | $119,446+296.5% | $150,045+215.6% | $85,563+453.5% |
| Participation rate | 98.9% | 75.4%+23.5pp | 82.3%+16.6pp | 66.0%+32.9pp |
| Annual return | 16.31% | 23.72%-7.4pp | 62.55%-46.2pp | 31.51%-15.2pp |
| Employer contribution / active EE | $10,384 | $4,078+154.6% | $4,693+121.3% | $2,654+291.3% |
| Participant deferral / active EE | $11,461 | $7,985+43.5% | $7,997+43.3% | $4,375+161.9% |
| Admin fee / account holder | $36 | $548-93.4% | $13,435-99.7% | $834-95.6% |