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 7-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.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $272,653 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $18,518 | $47,202-60.8% | $93,606-80.2% | $99,062-81.3% |
| Participation rate | 56.1% | 57.3%-1.2pp | 68.7%-12.6pp | 71.6%-15.5pp |
| Annual return | 19.11% | 13.08%+6.0pp | 133.20%-114.1pp | 17.66%+1.5pp |
| Employer contribution / active EE | $1,639 | $1,134+44.5% | $2,420-32.3% | $3,262-49.8% |
| Participant deferral / active EE | $2,031 | $2,296-11.6% | $4,411-54.0% | $5,331-61.9% |
| Admin fee / account holder | $71 | $86-16.9% | $8,285-99.1% | $109-34.5% |