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.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $195,069 |
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 | $16,367 | $40,592-59.7% | $86,188-81.0% | $103,482-84.2% |
| Participation rate | 51.5% | 58.1%-6.6pp | 69.0%-17.4pp | 73.3%-21.7pp |
| Annual return | 27.38% | 18.32%+9.1pp | 1168.45%-1141.1pp | 33.11%-5.7pp |
| Employer contribution / active EE | $1,516 | $974+55.7% | $2,380-36.3% | $3,208-52.7% |
| Participant deferral / active EE | $1,883 | $2,072-9.1% | $3,985-52.8% | $5,207-63.8% |
| Admin fee / account holder | $69 | $85-18.4% | $6,852-99.0% | $114-39.5% |