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.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $82,801 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $1,739 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $1 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
Annual investment return 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 | $115,965 | $57,096+103.1% | $94,224+23.1% | $55,191+110.1% |
| Participation rate | 97.5% | 75.7%+21.8pp | 78.8%+18.7pp | 69.2%+28.3pp |
| Annual return | -1.68% | 159.65%-161.3pp | 10.68%-12.4pp | 10.78%-12.5pp |
| Employer contribution / active EE | $750 | $1,708-56.1% | $3,587-79.1% | $1,899-60.5% |
| Participant deferral / active EE | $4,678 | $3,165+47.8% | $4,320+8.3% | $3,046+53.6% |
| Admin fee / account holder | $276 | $89+209.3% | $6,269-95.6% | $91+204.0% |