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.4+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $78,321 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,493 | $130,194-38.9% | $169,993-53.2% | $71,457+11.2% |
| Participation rate | 92.1% | 86.1%+5.9pp | 87.0%+5.1pp | 67.9%+24.2pp |
| Annual return | 15.07% | 20.37%-5.3pp | 53.37%-38.3pp | 28.85%-13.8pp |
| Employer contribution / active EE | $4,044 | $4,381-7.7% | $6,785-40.4% | $2,588+56.3% |
| Participant deferral / active EE | $7,839 | $6,923+13.2% | $10,408-24.7% | $4,289+82.8% |
| Admin fee / account holder | $202 | $966-79.1% | $12,815-98.4% | $1,587-87.3% |