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.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $54,194 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.7 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 | $139,992 | $86,897+61.1% | $151,611-7.7% | $64,808+116.0% |
| Participation rate | 99.2% | 87.3%+11.9pp | 87.5%+11.7pp | 71.5%+27.7pp |
| Annual return | -14.79% | -3.57%-11.2pp | 3.33%-18.1pp | 32.82%-47.6pp |
| Employer contribution / active EE | $4,068 | $4,010+1.4% | $6,166-34.0% | $2,506+62.3% |
| Participant deferral / active EE | $8,582 | $6,690+28.3% | $8,363+2.6% | $4,310+99.1% |
| Admin fee / account holder | $167 | $153+9.4% | $11,616-98.6% | $188-10.9% |