Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.7 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $225,515 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $310,206 | $126,111+146.0% | $142,562+117.6% | $80,187+286.9% |
| Participation rate | 99.3% | 87.5%+11.7pp | 76.8%+22.5pp | 72.9%+26.3pp |
| Annual return | 19.02% | 23.39%-4.4pp | 20.13%-1.1pp | 40.40%-21.4pp |
| Employer contribution / active EE | $19,122 | $6,430+197.4% | $4,841+295.0% | $2,980+541.8% |
| Participant deferral / active EE | $12,907 | $7,822+65.0% | $6,280+105.5% | $5,016+157.3% |
| Admin fee / account holder | $60 | $92-34.6% | $10,012-99.4% | $145-58.3% |