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.6+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $64,884 |
Filed as: CHARLES SCHWAB & CO INC. AND AFFILI Service code 59 | Shareholder Servicing | $0 |
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 | $169,449 | $29,369+477.0% | $77,482+118.7% | $73,409+130.8% |
| Participation rate | 93.9% | 37.9%+56.0pp | 54.2%+39.8pp | 72.2%+21.8pp |
| Annual return | 14.63% | 358.15%-343.5pp | 54.79%-40.2pp | 59.29%-44.7pp |
| Employer contribution / active EE | $1,051 | $406+159.0% | $986+6.6% | $2,234-52.9% |
| Participant deferral / active EE | $6,610 | $941+602.6% | $1,861+255.2% | $3,805+73.7% |
| Admin fee / account holder | $113 | $123-7.6% | $2,858-96.0% | $158-28.2% |