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 10-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 |
|---|---|---|
Service code 26 · EIN 88-0967642 | Advisory (Participants) | $7,849 |
FISHER INVESTMENTS2 years Service code 26 · EIN 20-2480800 | Advisory (Participants) | $7,347 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $6,565 |
CHARLES SCHWAB & CO., INC.3 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $296 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $143,689 | $55,415+159.3% | $155,509-7.6% | $74,495+92.9% |
| Participation rate | 74.6% | 61.9%+12.7pp | 78.2%-3.6pp | 67.2%+7.4pp |
| Annual return | 15.80% | 268.50%-252.7pp | 64.67%-48.9pp | 1364.94%-1349.1pp |
| Employer contribution / active EE | $442 | $2,267-80.5% | $4,672-90.5% | $2,623-83.1% |
| Participant deferral / active EE | $11,410 | $2,836+302.3% | $5,626+102.8% | $4,346+162.5% |
| Admin fee / account holder | $230 | $1,738-86.7% | $15,912-98.6% | $1,942-88.1% |