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.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $430,596 |
CHARLES SCHWAB & CO., INC.8+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $4,552 |
CHARLES SCHWAB & CO., INC.8+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
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 | $32,986 | $61,756-46.6% | $70,092-52.9% | $77,904-57.7% |
| Participation rate | 90.9% | 79.9%+11.0pp | 70.5%+20.4pp | 73.7%+17.2pp |
| Annual return | -16.44% | -11.86%-4.6pp | 190.73%-207.2pp | 12.21%-28.6pp |
| Employer contribution / active EE | $1,971 | $2,706-27.2% | $2,559-23.0% | $2,848-30.8% |
| Participant deferral / active EE | $3,462 | $3,977-13.0% | $3,849-10.0% | $4,806-28.0% |
| Admin fee / account holder | $75 | $101-26.0% | $6,267-98.8% | $133-43.5% |