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 |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $104,300 |
BOS1 year Service code 26 · EIN 94-3241802 | Advisory (Participants) | $9,609 |
MODERA WEALTH MANAGEMENT LLC2+ years Service code 26 · EIN 27-3774197 | Advisory (Participants) | $5,130 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Float r... | $3,658 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $317,478 | $155,795+103.8% | $136,294+132.9% | $69,631+355.9% |
| Participation rate | 96.0% | 75.2%+20.7pp | 81.9%+14.1pp | 70.7%+25.3pp |
| Annual return | 13.54% | 232464.33%-232450.8pp | 5155.94%-5142.4pp | 27571.02%-27557.5pp |
| Employer contribution / active EE | $15,815 | $2,991+428.8% | $4,695+236.8% | $2,032+678.2% |
| Participant deferral / active EE | $12,013 | $5,394+122.7% | $6,247+92.3% | $3,224+272.7% |
| Admin fee / account holder | $131 | $128+2.4% | $9,243-98.6% | $110+19.0% |