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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 |
|---|---|---|
Service code 28 · EIN 47-1411118 | Investment Management | $26,780 |
CHARLES SCHWAB & CO., INC.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $23,708 |
CHARLES SCHWAB & CO., INC.8 years Service code 33 · EIN 94-1737782 | Securities brokerage; Direct payment ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,134 | $59,417+76.9% | $93,606+12.3% | $74,495+41.1% |
| Participation rate | 62.6% | 59.7%+2.9pp | 68.7%-6.1pp | 67.2%-4.6pp |
| Annual return | 20.06% | 81.83%-61.8pp | 133.20%-113.1pp | 1364.94%-1344.9pp |
| Employer contribution / active EE | $2,540 | $1,264+101.0% | $2,420+5.0% | $2,623-3.2% |
| Participant deferral / active EE | $6,185 | $3,050+102.8% | $4,411+40.2% | $4,346+42.3% |
| Admin fee / account holder | $407 | $3,021-86.5% | $8,285-95.1% | $1,942-79.0% |