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 | $101,969 |
Service code 28 · EIN 26-0058143 | Investment Management | $12,500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $163,402 | $89,436+82.7% | $164,813-0.9% | $77,643+110.5% |
| Participation rate | 95.4% | 78.6%+16.7pp | 78.6%+16.8pp | 70.6%+24.8pp |
| Annual return | 13.15% | 28.83%-15.7pp | 69.93%-56.8pp | 31.24%-18.1pp |
| Employer contribution / active EE | $3,344 | $2,569+30.2% | $4,341-23.0% | $2,726+22.7% |
| Participant deferral / active EE | $7,925 | $4,897+61.8% | $6,031+31.4% | $4,647+70.5% |
| Admin fee / account holder | $160 | $339-52.8% | $12,690-98.7% | $430-62.8% |