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.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $277,432 |
CHARLES SCHWAB & CO., INC.3 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $1,248 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $75,413 | $144,996-48.0% | $111,297-32.2% | $93,030-18.9% |
| Participation rate | 94.8% | 86.2%+8.7pp | 77.3%+17.5pp | 73.9%+20.9pp |
| Annual return | 14.85% | 18.26%-3.4pp | 54.65%-39.8pp | 158.70%-143.9pp |
| Employer contribution / active EE | $3,371 | $3,056+10.3% | $2,731+23.4% | $2,706+24.6% |
| Participant deferral / active EE | $6,886 | $5,587+23.2% | $4,487+53.5% | $4,562+50.9% |
| Admin fee / account holder | $59 | $103-43.3% | $7,964-99.3% | $152-61.3% |