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 | $76,625 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,807 | $122,239-20.0% | $184,203-46.9% | $74,495+31.3% |
| Participation rate | 95.0% | 85.5%+9.5pp | 86.8%+8.1pp | 67.2%+27.8pp |
| Annual return | 12.86% | 19.95%-7.1pp | 28.81%-15.9pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $3,963 | $4,537-12.7% | $6,427-38.3% | $2,623+51.1% |
| Participant deferral / active EE | $8,366 | $7,139+17.2% | $9,131-8.4% | $4,346+92.5% |
| Admin fee / account holder | $223 | $1,260-82.3% | $13,901-98.4% | $1,942-88.5% |