See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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.2+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES, IN Service code 15 · EIN 34-1479833 | Recordkeeping | $123,149 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Direct pa... | $283 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $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 | $44,643 | $80,177-44.3% | $123,892-64.0% | $57,658-22.6% |
| Participation rate | 86.9% | 74.4%+12.5pp | 81.4%+5.5pp | 70.2%+16.7pp |
| Annual return | 13.80% | 17.90%-4.1pp | 47.52%-33.7pp | 5.13%+8.7pp |
| Employer contribution / active EE | $1,077 | $2,913-63.0% | $4,617-76.7% | $1,974-45.4% |
| Participant deferral / active EE | $4,183 | $5,130-18.5% | $5,984-30.1% | $3,061+36.7% |
| Admin fee / account holder | $135 | $106+26.8% | $8,357-98.4% | $95+42.6% |