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.4+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $98,081 |
CHARLES SCHWAB & CO., INC.4+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Direct pa... | $770 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
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 | $112,425 | $62,267+80.6% | $110,238+2.0% | $55,725+101.7% |
| Participation rate | 96.1% | 78.1%+18.0pp | 79.8%+16.3pp | 70.9%+25.2pp |
| Annual return | -5.31% | -1.07%-4.2pp | 314.74%-320.1pp | 244.93%-250.2pp |
| Employer contribution / active EE | $776 | $1,941-60.0% | $3,826-79.7% | $2,078-62.7% |
| Participant deferral / active EE | $4,889 | $3,516+39.1% | $4,672+4.6% | $3,356+45.7% |
| Admin fee / account holder | $300 | $121+148.1% | $8,547-96.5% | $115+160.5% |