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.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $155,955 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $10,198 |
Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $1 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO AND AFFILIATES 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 | $126,700 | $71,106+78.2% | $83,333+52.0% | $75,289+68.3% |
| Participation rate | 97.3% | 82.0%+15.3pp | 77.8%+19.6pp | 72.4%+24.9pp |
| Annual return | -7.86% | -0.56%-7.3pp | 10.63%-18.5pp | -0.04%-7.8pp |
| Employer contribution / active EE | $4,912 | $2,436+101.7% | $3,379+45.4% | $2,405+104.2% |
| Participant deferral / active EE | $9,997 | $6,249+60.0% | $5,565+79.6% | $3,739+167.4% |
| Admin fee / account holder | $48 | $72-34.2% | $7,510-99.4% | $102-53.5% |