Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $20,069 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,940 | $93,617-2.9% | $135,982-33.1% | $75,177+21.0% |
| Participation rate | 92.8% | 75.2%+17.6pp | 81.9%+10.8pp | 67.2%+25.6pp |
| Annual return | 17.43% | 30.89%-13.5pp | 68.32%-50.9pp | 160.75%-143.3pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,970 | $6,406-6.8% | $7,760-23.1% | $4,126+44.7% |
| Admin fee / account holder | $148 | $6,980-97.9% | $10,767-98.6% | $5,651-97.4% |