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.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $100,650 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,172 | $39,973-64.5% | $79,550-82.2% | $77,904-81.8% |
| Participation rate | 46.3% | 64.6%-18.3pp | 69.5%-23.2pp | 73.7%-27.4pp |
| Annual return | -13.80% | 3.42%-17.2pp | 0.16%-14.0pp | 12.21%-26.0pp |
| Employer contribution / active EE | $1,358 | $1,088+24.9% | $2,413-43.7% | $2,848-52.3% |
| Participant deferral / active EE | $1,720 | $2,774-38.0% | $3,985-56.8% | $4,806-64.2% |
| Admin fee / account holder | $58 | $113-48.6% | $6,832-99.2% | $133-56.2% |