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.9+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $93,771 |
Service code 26 · EIN 41-2016508 | Advisory (Participants) | $20,952 |
CAPITAL ADVANTAGE INC6 years Service code 26 · EIN 94-3307876 | Advisory (Participants) | $20,163 |
Filed as: PACIFIC GLOBAL INVESTMENT MANA Service code 26 · EIN 95-4351611 | Advisory (Participants) | $17,356 |
HARRY KEIR OXLEY DBA DOUBLE BA9+ years Service code 26 · EIN 03-0450991 | Advisory (Participants) | $9,403 |
EQUIUS PARTNERS INC9+ years Service code 26 · EIN 94-2927404 | Advisory (Participants) | $6,690 |
DESTINATION WEALTH MANAGEMENT9+ years Service code 26 · EIN 56-2326959 | Advisory (Participants) | $6,406 |
CHARLES SCHWAB & CO., INC.9+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $5,357 |
Service code 26 · EIN 94-3328012 | Advisory (Participants) | $5,275 |
Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
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).
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 | $477,419 | $47,126+913.1% | $149,673+219.0% | $74,419+541.5% |
| Participation rate | 95.0% | 63.4%+31.7pp | 78.8%+16.3pp | 70.7%+24.3pp |
| Annual return | 20.50% | 22.75%-2.3pp | 134.42%-113.9pp | 34.38%-13.9pp |
| Employer contribution / active EE | $16,861 | $1,905+784.9% | $4,818+250.0% | $2,637+539.3% |
| Participant deferral / active EE | $13,820 | $2,728+406.6% | $5,680+143.3% | $4,528+205.2% |
| Admin fee / account holder | $475 | $343+38.7% | $13,210-96.4% | $348+36.7% |