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 7-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 |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $10,277 |
Service code 29 · EIN 20-4751585 | Legal | $6,155 |
Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $335 |
Filed as: CHARLES SCHWAB & CO INC AND AFFILI Service code 59 | Shareholder Servicing | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $115,782 | $89,652+29.1% | $141,162-18.0% | $65,185+77.6% |
| Participation rate | 75.5% | 74.7%+0.7pp | 82.5%-7.0pp | 70.2%+5.3pp |
| Annual return | 1471.98% | 32.79%+1439.2pp | 71.39%+1400.6pp | 29.38%+1442.6pp |
| Employer contribution / active EE | $7,161 | $3,065+133.7% | $4,735+51.2% | $2,177+229.0% |
| Participant deferral / active EE | $2,425 | $5,691-57.4% | $6,709-63.9% | $3,514-31.0% |
| Admin fee / account holder | $117 | $569-79.5% | $10,261-98.9% | $847-86.2% |