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.
| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $32,291 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $95 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $60,644 | $129,021-53.0% | $184,203-67.1% | $77,643-21.9% |
| Participation rate | 76.2% | 87.3%-11.1pp | 86.8%-10.6pp | 70.6%+5.7pp |
| Annual return | 23.75% | 33.27%-9.5pp | 28.81%-5.1pp | 31.24%-7.5pp |
| Employer contribution / active EE | $5,274 | $4,413+19.5% | $6,427-17.9% | $2,726+93.5% |
| Participant deferral / active EE | $10,805 | $7,297+48.1% | $9,131+18.3% | $4,647+132.5% |
| Admin fee / account holder | $44 | $254-82.8% | $13,901-99.7% | $430-89.9% |