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.2+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $5,190 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $200 |
CHARLES SCHWAB & CO., INC.2+ 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 | $167,639 | $71,802+133.5% | $133,980+25.1% | $57,658+190.7% |
| Participation rate | 92.9% | 85.5%+7.4pp | 87.1%+5.8pp | 70.2%+22.6pp |
| Annual return | 9.90% | 13.51%-3.6pp | 29.30%-19.4pp | 5.13%+4.8pp |
| Employer contribution / active EE | $1,433 | $3,161-54.7% | $5,211-72.5% | $1,974-27.4% |
| Participant deferral / active EE | $14,031 | $4,606+204.6% | $6,282+123.3% | $3,061+358.4% |
| Admin fee / account holder | $8 | $88-90.5% | $9,324-99.9% | $95-91.2% |