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.5+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $94,432 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $934 |
CHARLES SCHWAB & CO., INC.5+ 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 | $115,006 | $69,159+66.3% | $125,175-8.1% | $67,579+70.2% |
| Participation rate | 96.7% | 78.2%+18.5pp | 79.8%+16.9pp | 71.3%+25.4pp |
| Annual return | 19.36% | 27.12%-7.8pp | 43.79%-24.4pp | 378.56%-359.2pp |
| Employer contribution / active EE | $769 | $2,023-62.0% | $3,865-80.1% | $2,148-64.2% |
| Participant deferral / active EE | $4,875 | $3,700+31.8% | $4,937-1.3% | $3,539+37.7% |
| Admin fee / account holder | $263 | $142+85.4% | $9,702-97.3% | $142+84.7% |