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.5+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $63,285 |
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 | $146,567 | $25,302+479.3% | $74,701+96.2% | $67,579+116.9% |
| Participation rate | 98.0% | 37.8%+60.1pp | 54.5%+43.5pp | 71.3%+26.7pp |
| Annual return | 20.23% | 10291.17%-10270.9pp | 752.92%-732.7pp | 378.56%-358.3pp |
| Employer contribution / active EE | $5,328 | $446+1093.6% | $1,084+391.7% | $2,148+148.1% |
| Participant deferral / active EE | $7,874 | $954+725.5% | $1,964+301.0% | $3,539+122.5% |
| Admin fee / account holder | $104 | $108-3.3% | $3,333-96.9% | $142-26.8% |