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 |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $65,035 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO., INC Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $16,638 | $43,466-61.7% | $90,951-81.7% | $90,288-81.6% |
| Participation rate | 26.5% | 62.5%-36.0pp | 69.0%-42.5pp | 73.4%-46.9pp |
| Annual return | 31.68% | 25.26%+6.4pp | 134.60%-102.9pp | 53.97%-22.3pp |
| Employer contribution / active EE | $684 | $840-18.5% | $2,122-67.8% | $2,524-72.9% |
| Participant deferral / active EE | $1,163 | $2,138-45.6% | $3,373-65.5% | $4,232-72.5% |
| Admin fee / account holder | $98 | $92+6.2% | $5,959-98.4% | $114-14.4% |