See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.4+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $29,191 |
Filed as: CBIZ ACCOUNTING AND TAX ADVISO Service code 10 · EIN 26-3753134 | Accounting | $9,100 |
CHARLES SCHWAB & CO., INC.4+ years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage c... | $120 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB & CO. AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,083 | $77,813+24.8% | $123,544-21.4% | $64,186+51.3% |
| Participation rate | 98.2% | 74.7%+23.5pp | 82.3%+16.0pp | 69.6%+28.7pp |
| Annual return | -8.44% | 12.48%-20.9pp | 119.20%-127.6pp | 7.63%-16.1pp |
| Employer contribution / active EE | $3,963 | $3,014+31.5% | $4,628-14.4% | $2,381+66.5% |
| Participant deferral / active EE | $14,222 | $5,240+171.4% | $6,426+121.3% | $3,470+309.9% |
| Admin fee / account holder | $235 | $5,519-95.7% | $9,284-97.5% | $4,888-95.2% |