See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $46,547 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO. AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,929 | $80,005+42.4% | $140,016-18.6% | $55,725+104.4% |
| Participation rate | 99.6% | 87.0%+12.6pp | 87.5%+12.1pp | 70.9%+28.8pp |
| Annual return | -4.41% | 0.46%-4.9pp | 651.12%-655.5pp | 244.93%-249.3pp |
| Employer contribution / active EE | $3,925 | $3,403+15.4% | $5,606-30.0% | $2,078+88.9% |
| Participant deferral / active EE | $5,619 | $5,264+6.7% | $6,927-18.9% | $3,356+67.4% |
| Admin fee / account holder | $147 | $116+26.9% | $10,705-98.6% | $115+27.5% |