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.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $24,370 |
Employer contribution per participant 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 | $75,346 | $99,957-24.6% | $149,696-49.7% | $73,488+2.5% |
| Participation rate | 89.2% | 75.7%+13.5pp | 82.5%+6.7pp | 70.7%+18.5pp |
| Annual return | 15.38% | 53.87%-38.5pp | 276.60%-261.2pp | 28.51%-13.1pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,644-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $3,649 | $6,073-39.9% | $6,842-46.7% | $3,740-2.4% |
| Admin fee / account holder | $141 | $551-74.4% | $9,309-98.5% | $513-72.5% |