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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.
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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.7 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $90,790 |
PRIVATE OCEAN1 year Service code 26 · EIN 20-5742052 | Advisory (Participants) | $5,898 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Float revenue; Shareholder servicing ... | $454 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $473,506 | $54,517+768.5% | $75,972+523.3% | $74,495+535.6% |
| Participation rate | 81.3% | 60.3%+21.0pp | 69.1%+12.3pp | 67.2%+14.1pp |
| Annual return | 12.20% | 31.82%-19.6pp | 359.55%-347.3pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $13,493 | $1,777+659.3% | $2,685+402.6% | $2,623+414.4% |
| Participant deferral / active EE | $7,360 | $3,066+140.1% | $4,255+73.0% | $4,346+69.4% |
| Admin fee / account holder | $942 | $2,229-57.7% | $6,467-85.4% | $1,942-51.5% |