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.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $75,147 |
CHARLES SCHWAB & CO., INC.8+ years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage; ... | $3 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA 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 | $72,667 | $81,908-11.3% | $90,749-19.9% | $64,808+12.1% |
| Participation rate | 88.9% | 80.5%+8.4pp | 75.7%+13.2pp | 71.5%+17.4pp |
| Annual return | -13.71% | -12.53%-1.2pp | -12.16%-1.5pp | 32.82%-46.5pp |
| Employer contribution / active EE | $1,742 | $3,065-43.2% | $2,921-40.3% | $2,506-30.5% |
| Participant deferral / active EE | $5,166 | $4,840+6.7% | $4,564+13.2% | $4,310+19.9% |
| Admin fee / account holder | $107 | $157-32.0% | $8,445-98.7% | $188-43.1% |