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 |
|---|---|---|
Service code 13 · EIN 31-1360674 | Contract Administrator | $35,655 |
Service code 26 · EIN 59-3766965 | Advisory (Participants) | $30,920 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $6,478 |
CHARLES SCHWAB & CO., INC.5 years Service code 59 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $113,405 | $72,277+56.9% | $101,248+12.0% | $79,858+42.0% |
| Participation rate | 92.6% | 68.5%+24.1pp | 75.8%+16.7pp | 69.6%+22.9pp |
| Annual return | 13.70% | 22.30%-8.6pp | 46.47%-32.8pp | 31.71%-18.0pp |
| Employer contribution / active EE | $2,279 | $2,692-15.3% | $3,660-37.7% | $2,471-7.8% |
| Participant deferral / active EE | $1,672 | $3,282-49.0% | $4,370-61.7% | $3,740-55.3% |
| Admin fee / account holder | $487 | $4,400-88.9% | $5,945-91.8% | $5,306-90.8% |