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 | $8,669 |
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 | $134,060 | $65,061+106.1% | $143,757-6.7% | $66,914+100.3% |
| Participation rate | 93.2% | 65.2%+28.1pp | 80.3%+12.9pp | 69.8%+23.4pp |
| Annual return | -15.75% | -11.14%-4.6pp | -0.04%-15.7pp | 1.58%-17.3pp |
| Employer contribution / active EE | $16,687 | $2,361+606.9% | $4,951+237.0% | $2,544+555.9% |
| Participant deferral / active EE | $14,735 | $2,919+404.8% | $5,637+161.4% | $4,237+247.8% |
| Admin fee / account holder | $27 | $502-94.6% | $14,673-99.8% | $593-95.4% |