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.5+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $22,772 |
Filed as: MAYER HOFFMAN MCCANN, P.C. Service code 10 · EIN 43-1947695 | Accounting | $4,700 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Direct pa... | $101 |
CHARLES SCHWAB & CO., INC.5+ 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 | $119,374 | $89,355+33.6% | $141,162-15.4% | $72,985+63.6% |
| Participation rate | 91.5% | 75.1%+16.4pp | 82.5%+9.1pp | 69.5%+22.0pp |
| Annual return | 18.54% | 111.85%-93.3pp | 71.39%-52.9pp | 81.00%-62.5pp |
| Employer contribution / active EE | $4,966 | $3,114+59.5% | $4,735+4.9% | $2,440+103.5% |
| Participant deferral / active EE | $15,249 | $5,418+181.4% | $6,709+127.3% | $3,607+322.7% |
| Admin fee / account holder | $202 | $5,958-96.6% | $10,261-98.0% | $5,124-96.1% |