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 |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $12,077 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $49,132 | $73,404-33.1% | $87,100-43.6% | $67,579-27.3% |
| Participation rate | 98.9% | 80.9%+18.0pp | 76.9%+22.0pp | 71.3%+27.6pp |
| Annual return | 20.72% | 48.29%-27.6pp | 28.19%-7.5pp | 378.56%-357.8pp |
| Employer contribution / active EE | $1,591 | $2,014-21.0% | $2,521-36.9% | $2,148-25.9% |
| Participant deferral / active EE | $1,765 | $3,913-54.9% | $4,049-56.4% | $3,539-50.1% |
| Admin fee / account holder | $27 | $142-80.7% | $7,497-99.6% | $142-80.8% |