Filed January 29, 2021 (most recent of 2 filings on file)
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.8+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $40,806 |
CHARLES SCHWAB & CO., INC.8+ years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage c... | $48 |
Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,350 | $65,061-39.5% | $143,757-72.6% | $66,914-41.2% |
| Participation rate | 97.3% | 65.2%+32.1pp | 80.3%+17.0pp | 69.8%+27.5pp |
| Annual return | -13.81% | -11.14%-2.7pp | -0.04%-13.8pp | 1.58%-15.4pp |
| Employer contribution / active EE | $676 | $2,361-71.3% | $4,951-86.3% | $2,544-73.4% |
| Participant deferral / active EE | $3,052 | $2,919+4.5% | $5,637-45.9% | $4,237-28.0% |
| Admin fee / account holder | $151 | $502-70.0% | $14,673-99.0% | $593-74.6% |