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.3+ years Filed as: CHARLES SCHWAB & CO INC Service code 33 · EIN 94-1737782 | Securities brokerage; Shareholder ser... | $49,875 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $20,900 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $11 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES 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 | $151,696 | $89,274+69.9% | $149,718+1.3% | $77,958+94.6% |
| Participation rate | 86.5% | 87.6%-1.1pp | 87.1%-0.5pp | 71.6%+14.9pp |
| Annual return | 26.72% | 20.36%+6.4pp | 1501.63%-1474.9pp | 20.87%+5.9pp |
| Employer contribution / active EE | $5,130 | $3,727+37.6% | $5,445-5.8% | $2,310+122.0% |
| Participant deferral / active EE | $10,946 | $5,382+103.4% | $6,569+66.6% | $3,537+209.5% |
| Admin fee / account holder | $10 | $240-95.9% | $11,283-99.9% | $97-89.8% |