Filed August 11, 2023 (most recent of 4 filings on file)
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 7-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 | $7,116 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,326 | $86,929-57.1% | $102,423-63.6% | $80,856-53.8% |
| Participation rate | 89.4% | 72.4%+17.0pp | 76.5%+12.9pp | 67.6%+21.7pp |
| Annual return | 9.65% | 18.88%-9.2pp | 29.32%-19.7pp | 35.59%-25.9pp |
| Employer contribution / active EE | $1,565 | $2,369-33.9% | $3,023-48.2% | $2,755-43.2% |
| Participant deferral / active EE | $4,277 | $4,118+3.8% | $5,053-15.4% | $4,296-0.4% |
| Admin fee / account holder | $57 | $8,049-99.3% | $9,451-99.4% | $6,918-99.2% |