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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $64,949 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $222,368 | $69,477+220.1% | $94,646+134.9% | $71,457+211.2% |
| Participation rate | 99.2% | 78.4%+20.7pp | 80.8%+18.3pp | 67.9%+31.2pp |
| Annual return | 19.95% | 29.66%-9.7pp | 156.71%-136.8pp | 28.85%-8.9pp |
| Employer contribution / active EE | $5,379 | $2,853+88.5% | $3,672+46.5% | $2,588+107.9% |
| Participant deferral / active EE | $15,578 | $7,345+112.1% | $7,418+110.0% | $4,289+263.2% |
| Admin fee / account holder | $317 | $1,210-73.8% | $7,231-95.6% | $1,587-80.0% |