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.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $46,838 |
CHARLES SCHWAB & CO., INC.6 years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $3,752 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
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 | $173,435 | $129,021+34.4% | $184,203-5.8% | $77,643+123.4% |
| Participation rate | 89.9% | 87.3%+2.6pp | 86.8%+3.1pp | 70.6%+19.3pp |
| Annual return | 19.54% | 33.27%-13.7pp | 28.81%-9.3pp | 31.24%-11.7pp |
| Employer contribution / active EE | $8,130 | $4,413+84.2% | $6,427+26.5% | $2,726+198.3% |
| Participant deferral / active EE | $12,175 | $7,297+66.8% | $9,131+33.3% | $4,647+162.0% |
| Admin fee / account holder | $47 | $254-81.4% | $13,901-99.7% | $430-89.1% |