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.8+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $15,845 |
COHNREZNICK LLP1 year Service code 10 · EIN 22-1478099 | Accounting | $15,015 |
CHARLES SCHWAB & CO., INC.8+ years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage c... | $1,150 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $232,375 | $86,897+167.4% | $151,611+53.3% | $64,808+258.6% |
| Participation rate | 93.7% | 87.3%+6.4pp | 87.5%+6.2pp | 71.5%+22.2pp |
| Annual return | -16.80% | -3.57%-13.2pp | 3.33%-20.1pp | 32.82%-49.6pp |
| Employer contribution / active EE | $1,944 | $4,010-51.5% | $6,166-68.5% | $2,506-22.4% |
| Participant deferral / active EE | $17,610 | $6,690+163.2% | $8,363+110.6% | $4,310+308.6% |
| Admin fee / account holder | $47 | $153-69.4% | $11,616-99.6% | $188-75.1% |