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: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $56,441 |
BRONFMAN E.L. ROTHSCHILD3+ years Filed as: BRONFMAN EL ROTHSCHILD LP Service code 28 · EIN 39-1908691 | Investment Management | $30,000 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO, INC Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO. INC AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3+ 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 | $42,262 | $155,795-72.9% | $136,294-69.0% | $69,631-39.3% |
| Participation rate | 86.9% | 75.2%+11.7pp | 81.9%+5.0pp | 70.7%+16.3pp |
| Annual return | 21.29% | 232464.33%-232443.0pp | 5155.94%-5134.6pp | 27571.02%-27549.7pp |
| Employer contribution / active EE | $964 | $2,991-67.8% | $4,695-79.5% | $2,032-52.6% |
| Participant deferral / active EE | $4,629 | $5,394-14.2% | $6,247-25.9% | $3,224+43.6% |
| Admin fee / account holder | $168 | $128+31.0% | $9,243-98.2% | $110+52.1% |