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 9-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.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $67,698 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $491 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
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 | $54,301 | $93,223-41.8% | $185,823-70.8% | $93,223-41.8% |
| Participation rate | 97.7% | 74.9%+22.8pp | 78.0%+19.7pp | 74.9%+22.8pp |
| Annual return | 27.08% | 19.29%+7.8pp | 35.95%-8.9pp | 19.29%+7.8pp |
| Employer contribution / active EE | $4,556 | $2,680+70.0% | $4,087+11.5% | $2,680+70.0% |
| Participant deferral / active EE | $9,126 | $4,563+100.0% | $5,632+62.0% | $4,563+100.0% |
| Admin fee / account holder | $10 | $79-87.5% | $9,500-99.9% | $79-87.5% |