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 |
|---|---|---|
Filed as: SCHWA RETIREMENT PLAN SERVICES, INC Service code 15 · EIN 34-1479833 | Recordkeeping | $16,436 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $152,113 | $95,274+59.7% | $135,903+11.9% | $74,419+104.4% |
| Participation rate | 57.1% | 78.2%-21.1pp | 81.9%-24.9pp | 70.7%-13.7pp |
| Annual return | 19.80% | 32.77%-13.0pp | 68.23%-48.4pp | 34.38%-14.6pp |
| Employer contribution / active EE | $0 | $3,874-100.0% | $4,856-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $9,063 | $7,782+16.5% | $7,758+16.8% | $4,528+100.1% |
| Admin fee / account holder | $155 | $266-41.8% | $10,762-98.6% | $348-55.4% |