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.7 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $77,839 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $257,171 | $79,013+225.5% | $100,391+156.2% | $74,495+245.2% |
| Participation rate | 99.1% | 79.5%+19.6pp | 81.5%+17.6pp | 67.2%+31.9pp |
| Annual return | 16.82% | 20.41%-3.6pp | 49.20%-32.4pp | 1364.94%-1348.1pp |
| Employer contribution / active EE | $6,130 | $3,021+102.9% | $3,942+55.5% | $2,623+133.7% |
| Participant deferral / active EE | $17,349 | $7,760+123.6% | $8,082+114.7% | $4,346+299.2% |
| Admin fee / account holder | $376 | $1,320-71.5% | $7,899-95.2% | $1,942-80.6% |