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.7+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $145,328 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $173,870 | $91,746+89.5% | $146,665+18.5% | $93,030+86.9% |
| Participation rate | 60.2% | 80.9%-20.7pp | 80.1%-19.8pp | 73.9%-13.7pp |
| Annual return | 13.69% | 18.28%-4.6pp | 22.74%-9.1pp | 158.70%-145.0pp |
| Employer contribution / active EE | $3,014 | $2,815+7.1% | $4,136-27.1% | $2,706+11.4% |
| Participant deferral / active EE | $4,888 | $4,589+6.5% | $5,506-11.2% | $4,562+7.1% |
| Admin fee / account holder | $123 | $101+21.2% | $10,280-98.8% | $152-19.2% |