Filed March 3, 2021
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.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $55,074 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO INC Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $115 |
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 | $63,081 | $55,790+13.1% | $76,817-17.9% | $67,579-6.7% |
| Participation rate | 95.5% | 71.1%+24.5pp | 72.1%+23.5pp | 71.3%+24.3pp |
| Annual return | 21.19% | 64.45%-43.3pp | 1166.11%-1144.9pp | 378.56%-357.4pp |
| Employer contribution / active EE | $2,577 | $1,810+42.4% | $2,302+11.9% | $2,148+20.0% |
| Participant deferral / active EE | $3,888 | $2,875+35.3% | $3,336+16.6% | $3,539+9.9% |
| Admin fee / account holder | $118 | $159-26.1% | $6,420-98.2% | $142-17.3% |