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.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICE,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $11,803 |
VALMARK ADVISERS INC1+ years Service code 26 · EIN 31-1509466 | Advisory (Participants) | $7,125 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Direct payment from the plan; Float r... | $3,450 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.1+ 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 | $155,697 | $70,002+122.4% | $115,037+35.3% | $52,331+197.5% |
| Participation rate | 86.9% | 72.1%+14.8pp | 81.4%+5.5pp | 68.1%+18.8pp |
| Annual return | -0.83% | 4.04%-4.9pp | 26.14%-27.0pp | 4.54%-5.4pp |
| Employer contribution / active EE | $4,769 | $2,715+75.6% | $4,608+3.5% | $1,882+153.4% |
| Participant deferral / active EE | $6,613 | $4,920+34.4% | $6,026+9.7% | $3,022+118.8% |
| Admin fee / account holder | $167 | $566-70.4% | $8,175-98.0% | $592-71.7% |