See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $186,615 |
CHARLES SCHWAB & CO., INC.4 years Service code 33 · EIN 94-1737782 | Other investment fees and expenses; S... | $3,930 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO AND AFFILIATES 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 | $172,652 | $102,389+68.6% | $100,516+71.8% | $90,288+91.2% |
| Participation rate | 97.8% | 84.0%+13.8pp | 79.4%+18.4pp | 73.4%+24.5pp |
| Annual return | 24.07% | 22.50%+1.6pp | 30.89%-6.8pp | 53.97%-29.9pp |
| Employer contribution / active EE | $5,269 | $3,056+72.4% | $3,418+54.2% | $2,524+108.7% |
| Participant deferral / active EE | $10,851 | $7,514+44.4% | $6,270+73.1% | $4,232+156.4% |
| Admin fee / account holder | $47 | $83-43.0% | $8,081-99.4% | $114-58.4% |