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.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $73,511 |
Service code 26 · EIN 22-3844414 | Advisory (Participants) | $24,825 |
FIRST NATIONAL CORPORATION2 years Service code 26 · EIN 04-2541452 | Advisory (Participants) | $18,026 |
CHARLES SCHWAB & CO., INC.4 years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $445 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,570 | $56,485+267.5% | $185,823+11.7% | $86,799+139.1% |
| Participation rate | 65.1% | 65.5%-0.4pp | 81.7%-16.6pp | 72.3%-7.2pp |
| Annual return | 14.16% | 118.04%-103.9pp | 122.05%-107.9pp | 97.91%-83.7pp |
| Employer contribution / active EE | $2,202 | $1,843+19.5% | $5,167-57.4% | $2,405-8.5% |
| Participant deferral / active EE | $4,435 | $2,553+73.7% | $5,568-20.4% | $4,131+7.4% |
| Admin fee / account holder | $455 | $150+203.9% | $16,237-97.2% | $170+168.1% |