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.10+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $23,688 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Float rev... | $178 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
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 | $108,431 | $92,055+17.8% | $106,213+2.1% | $77,643+39.7% |
| Participation rate | 92.7% | 81.0%+11.7pp | 75.3%+17.5pp | 70.6%+22.2pp |
| Annual return | 25.03% | 17.91%+7.1pp | 116.14%-91.1pp | 31.24%-6.2pp |
| Employer contribution / active EE | $3,607 | $3,367+7.1% | $3,171+13.7% | $2,726+32.3% |
| Participant deferral / active EE | $7,642 | $5,386+41.9% | $5,016+52.4% | $4,647+64.4% |
| Admin fee / account holder | $29 | $219-86.8% | $11,033-99.7% | $430-93.3% |