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 3-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 | $118,682 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,355 | $89,808+56.3% | $100,391+39.8% | $77,643+80.8% |
| Participation rate | 98.5% | 81.2%+17.3pp | 81.5%+17.0pp | 70.6%+27.9pp |
| Annual return | 12.72% | 20.62%-7.9pp | 49.20%-36.5pp | 31.24%-18.5pp |
| Employer contribution / active EE | $3,710 | $3,039+22.1% | $3,942-5.9% | $2,726+36.1% |
| Participant deferral / active EE | $10,516 | $8,284+26.9% | $8,082+30.1% | $4,647+126.3% |
| Admin fee / account holder | $142 | $174-18.5% | $7,899-98.2% | $430-67.0% |