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 | $75,938 |
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 | $72,143 | $102,553-29.7% | $151,611-52.4% | $66,914+7.8% |
| Participation rate | 91.4% | 85.5%+5.9pp | 87.5%+3.9pp | 69.8%+21.6pp |
| Annual return | -13.73% | -10.82%-2.9pp | 3.33%-17.1pp | 1.58%-15.3pp |
| Employer contribution / active EE | $3,461 | $4,180-17.2% | $6,166-43.9% | $2,544+36.0% |
| Participant deferral / active EE | $5,973 | $6,641-10.1% | $8,363-28.6% | $4,237+41.0% |
| Admin fee / account holder | $199 | $630-68.4% | $11,616-98.3% | $593-66.4% |