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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $49,031 |
Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.4 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 | $138,716 | $88,515+56.7% | $162,163-14.5% | $67,579+105.3% |
| Participation rate | 99.3% | 86.8%+12.5pp | 87.6%+11.7pp | 71.3%+28.0pp |
| Annual return | 24.15% | 27.04%-2.9pp | 115.59%-91.4pp | 378.56%-354.4pp |
| Employer contribution / active EE | $5,650 | $3,563+58.6% | $5,614+0.7% | $2,148+163.1% |
| Participant deferral / active EE | $6,232 | $5,724+8.9% | $7,298-14.6% | $3,539+76.1% |
| Admin fee / account holder | $150 | $124+21.6% | $10,843-98.6% | $142+5.7% |