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.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $24,911 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $38,760 | $130,194-70.2% | $169,993-77.2% | $71,457-45.8% |
| Participation rate | 87.5% | 86.1%+1.4pp | 87.0%+0.5pp | 67.9%+19.6pp |
| Annual return | 22.78% | 20.37%+2.4pp | 53.37%-30.6pp | 28.85%-6.1pp |
| Employer contribution / active EE | $4,614 | $4,381+5.3% | $6,785-32.0% | $2,588+78.3% |
| Participant deferral / active EE | $9,918 | $6,923+43.3% | $10,408-4.7% | $4,289+131.3% |
| Admin fee / account holder | $71 | $966-92.6% | $12,815-99.4% | $1,587-95.5% |