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 |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES, IN Service code 15 · EIN 34-1479833 | Recordkeeping | $26,424 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $13,774 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $4 |
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 | $208,141 | $81,537+155.3% | $149,718+39.0% | $69,631+198.9% |
| Participation rate | 86.0% | 86.1%-0.1pp | 87.1%-1.1pp | 70.7%+15.3pp |
| Annual return | 19.28% | 22.79%-3.5pp | 1501.63%-1482.3pp | 27571.02%-27551.7pp |
| Employer contribution / active EE | $13,077 | $3,239+303.7% | $5,445+140.2% | $2,032+543.5% |
| Participant deferral / active EE | $12,898 | $4,994+158.3% | $6,569+96.4% | $3,224+300.1% |
| Admin fee / account holder | $30 | $107-72.3% | $11,283-99.7% | $110-73.1% |