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.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $468,933 |
CHARLES SCHWAB & CO., INC.9+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $5,646 |
CHARLES SCHWAB & CO., INC.9+ 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 | $38,525 | $73,034-47.3% | $77,163-50.1% | $80,160-51.9% |
| Participation rate | 91.1% | 78.1%+13.0pp | 69.6%+21.5pp | 72.9%+18.2pp |
| Annual return | 18.84% | 18.56%+0.3pp | 37.87%-19.0pp | 40.38%-21.5pp |
| Employer contribution / active EE | $2,258 | $2,779-18.7% | $2,535-10.9% | $2,978-24.2% |
| Participant deferral / active EE | $3,778 | $4,140-8.8% | $3,833-1.5% | $5,017-24.7% |
| Admin fee / account holder | $80 | $104-23.0% | $5,472-98.5% | $145-44.9% |