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 5-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 | $137,757 |
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 | $76,308 | $110,299-30.8% | $102,423-25.5% | $199,593-61.8% |
| Participation rate | 91.1% | 86.3%+4.8pp | 76.5%+14.6pp | 72.0%+19.1pp |
| Annual return | 36.08% | 35.73%+0.3pp | 29.32%+6.8pp | 34.25%+1.8pp |
| Employer contribution / active EE | $5,289 | $3,603+46.8% | $3,023+74.9% | $3,034+74.3% |
| Participant deferral / active EE | $7,778 | $6,376+22.0% | $5,053+53.9% | $5,087+52.9% |
| Admin fee / account holder | $93 | $122-23.7% | $9,451-99.0% | $269-65.3% |