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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.
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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.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $59,869 |
HUGHES PITTMAN & GUPTON, LLP2 years Filed as: HUGHES PITTMAN AND GUPTON, LLP Service code 10 · EIN 56-1415202 | Accounting | $16,750 |
CHARLES SCHWAB & CO., INC.4 years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage c... | $1,281 |
Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $291,516 | $89,808+224.6% | $100,391+190.4% | $77,643+275.5% |
| Participation rate | 98.5% | 81.2%+17.3pp | 81.5%+17.0pp | 70.6%+27.9pp |
| Annual return | 18.74% | 20.62%-1.9pp | 49.20%-30.5pp | 31.24%-12.5pp |
| Employer contribution / active EE | $8,729 | $3,039+187.3% | $3,942+121.5% | $2,726+220.2% |
| Participant deferral / active EE | $19,000 | $8,284+129.4% | $8,082+135.1% | $4,647+308.8% |
| Admin fee / account holder | $128 | $174-26.4% | $7,899-98.4% | $430-70.2% |