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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.8 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $43,145 |
Filed as: ENVESTNET ASSET MANAGEMENT INC Service code 26 · EIN 36-4319587 | Advisory (Participants) | $29,061 |
CHARLES SCHWAB & CO., INC.4 years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $358 |
Filed as: CHARLES SCHWAB & CO.,INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
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 | $182,683 | $50,815+259.5% | $155,509+17.5% | $77,643+135.3% |
| Participation rate | 95.9% | 63.1%+32.8pp | 78.2%+17.7pp | 70.6%+25.3pp |
| Annual return | 32.88% | 34.80%-1.9pp | 64.67%-31.8pp | 31.24%+1.6pp |
| Employer contribution / active EE | $8,055 | $1,993+304.2% | $4,672+72.4% | $2,726+195.5% |
| Participant deferral / active EE | $5,886 | $2,822+108.6% | $5,626+4.6% | $4,647+26.7% |
| Admin fee / account holder | $222 | $437-49.1% | $15,912-98.6% | $430-48.3% |