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 | $85,209 |
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 | $142,515 | $82,202+73.4% | $125,339+13.7% | $64,808+119.9% |
| Participation rate | 87.3% | 77.9%+9.5pp | 82.4%+5.0pp | 71.5%+15.9pp |
| Annual return | -15.44% | 3.48%-18.9pp | 572.05%-587.5pp | 32.82%-48.3pp |
| Employer contribution / active EE | $6,758 | $3,615+86.9% | $4,814+40.4% | $2,506+169.7% |
| Participant deferral / active EE | $10,613 | $7,175+47.9% | $7,446+42.5% | $4,310+146.2% |
| Admin fee / account holder | $117 | $163-28.4% | $10,010-98.8% | $188-37.8% |