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 6-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.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $9,081 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $47,156 | $122,239-61.4% | $184,203-74.4% | $74,495-36.7% |
| Participation rate | 86.7% | 85.5%+1.3pp | 86.8%-0.1pp | 67.2%+19.5pp |
| Annual return | 17.00% | 19.95%-2.9pp | 28.81%-11.8pp | 1364.94%-1347.9pp |
| Employer contribution / active EE | $15 | $4,537-99.7% | $6,427-99.8% | $2,623-99.4% |
| Participant deferral / active EE | $10,099 | $7,139+41.5% | $9,131+10.6% | $4,346+132.4% |
| Admin fee / account holder | $35 | $1,260-97.2% | $13,901-99.7% | $1,942-98.2% |