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 | $71,385 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Float revenue; ... | $159 |
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 | $77,441 | $62,544+23.8% | $129,207-40.1% | $199,593-61.2% |
| Participation rate | 28.2% | 56.8%-28.6pp | 69.6%-41.4pp | 72.0%-43.8pp |
| Annual return | 13.51% | 16.95%-3.4pp | 9417.33%-9403.8pp | 34.25%-20.7pp |
| Employer contribution / active EE | $2,052 | $2,394-14.3% | $4,153-50.6% | $3,034-32.4% |
| Participant deferral / active EE | $2,027 | $3,123-35.1% | $4,168-51.4% | $5,087-60.2% |
| Admin fee / account holder | $139 | $167-17.0% | $7,715-98.2% | $269-48.4% |