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 | $130,625 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO, INC Service code 33 · EIN 94-3167260 | Direct payment from the plan; Securit... | $309 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $3 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $227,021 | $50,898+346.0% | $171,082+32.7% | $55,167+311.5% |
| Participation rate | 91.7% | 63.3%+28.4pp | 76.7%+15.0pp | 69.0%+22.7pp |
| Annual return | 8.43% | 15.34%-6.9pp | 32.56%-24.1pp | 169.23%-160.8pp |
| Employer contribution / active EE | $6,798 | $1,433+374.3% | $4,002+69.9% | $1,963+246.4% |
| Participant deferral / active EE | $12,142 | $2,994+305.5% | $4,797+153.1% | $3,054+297.6% |
| Admin fee / account holder | $670 | $500+34.1% | $8,520-92.1% | $504+32.9% |