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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.
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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.7 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $20,821 |
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 | $110,022 | $102,317+7.5% | $146,958-25.1% | $80,856+36.1% |
| Participation rate | 91.8% | 75.8%+15.9pp | 82.2%+9.6pp | 67.6%+24.1pp |
| Annual return | 14.24% | 134.76%-120.5pp | 418.34%-404.1pp | 35.59%-21.4pp |
| Employer contribution / active EE | $59 | $3,713-98.4% | $4,933-98.8% | $2,755-97.9% |
| Participant deferral / active EE | $6,515 | $6,644-1.9% | $8,070-19.3% | $4,296+51.7% |
| Admin fee / account holder | $161 | $7,941-98.0% | $12,998-98.8% | $6,918-97.7% |