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.3+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $108,157 |
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 | $75,250 | $72,254+4.1% | $86,677-13.2% | $64,808+16.1% |
| Participation rate | 78.2% | 80.4%-2.3pp | 76.6%+1.6pp | 71.5%+6.7pp |
| Annual return | 48.87% | 392.42%-343.6pp | 35.91%+13.0pp | 32.82%+16.1pp |
| Employer contribution / active EE | $4,539 | $2,393+89.7% | $2,836+60.0% | $2,506+81.1% |
| Participant deferral / active EE | $6,759 | $4,658+45.1% | $4,656+45.2% | $4,310+56.8% |
| Admin fee / account holder | $126 | $174-27.7% | $7,493-98.3% | $188-33.1% |