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.10+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $121,393 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,313 | $2,679,533-93.5% | $164,813+5.8% | $199,593-12.7% |
| Participation rate | 65.1% | 78.3%-13.2pp | 78.6%-13.5pp | 72.0%-6.9pp |
| Annual return | 13.26% | 17.93%-4.7pp | 69.93%-56.7pp | 34.25%-21.0pp |
| Employer contribution / active EE | $3,731 | $2,970+25.6% | $4,341-14.1% | $3,034+22.9% |
| Participant deferral / active EE | $5,775 | $5,010+15.3% | $6,031-4.2% | $5,087+13.5% |
| Admin fee / account holder | $97 | $1,982-95.1% | $12,690-99.2% | $269-63.8% |