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.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $9,150 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB & CO. INC. Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB BANK Service code 59 · EIN 42-1558009 | 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 | $84,565 | $73,404+15.2% | $87,100-2.9% | $67,579+25.1% |
| Participation rate | 95.4% | 80.9%+14.5pp | 76.9%+18.5pp | 71.3%+24.1pp |
| Annual return | 22.00% | 48.29%-26.3pp | 28.19%-6.2pp | 378.56%-356.6pp |
| Employer contribution / active EE | $1,205 | $2,014-40.2% | $2,521-52.2% | $2,148-43.9% |
| Participant deferral / active EE | $4,666 | $3,913+19.3% | $4,049+15.2% | $3,539+31.8% |
| Admin fee / account holder | $17 | $142-87.7% | $7,497-99.8% | $142-87.8% |