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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.
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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 | $37,406 |
CHARLES SCHWAB & CO., INC.6 years Service code 33 · EIN 94-1737782 | Securities brokerage; Shareholder ser... | $559 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $459,883 | $122,239+276.2% | $184,203+149.7% | $74,495+517.3% |
| Participation rate | 97.7% | 85.5%+12.3pp | 86.8%+10.9pp | 67.2%+30.5pp |
| Annual return | 13.52% | 19.95%-6.4pp | 28.81%-15.3pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $23,353 | $4,537+414.7% | $6,427+263.3% | $2,623+790.3% |
| Participant deferral / active EE | $17,949 | $7,139+151.4% | $9,131+96.6% | $4,346+313.0% |
| Admin fee / account holder | $110 | $1,260-91.2% | $13,901-99.2% | $1,942-94.3% |