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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.
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.10+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $121,098 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO.,INC. Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $34,313 | $199,593-82.8% | $76,190-55.0% | $199,593-82.8% |
| Participation rate | 57.6% | 72.0%-14.4pp | 79.3%-21.7pp | 72.0%-14.4pp |
| Annual return | 17.08% | 34.25%-17.2pp | 13.78%+3.3pp | 34.25%-17.2pp |
| Employer contribution / active EE | $986 | $3,034-67.5% | $4,578-78.5% | $3,034-67.5% |
| Participant deferral / active EE | $1,834 | $5,087-63.9% | $5,474-66.5% | $5,087-63.9% |
| Admin fee / account holder | $33 | $269-87.8% | $5,123-99.4% | $269-87.8% |