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.3+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $114,622 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO, INC Service code 33 · EIN 94-3167260 | Securities brokerage; Direct payment ... | $277 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $241,180 | $52,639+358.2% | $185,117+30.3% | $62,292+287.2% |
| Participation rate | 93.2% | 63.9%+29.3pp | 77.3%+15.9pp | 69.5%+23.6pp |
| Annual return | 12.81% | 19.57%-6.8pp | 40.50%-27.7pp | 28.90%-16.1pp |
| Employer contribution / active EE | $6,186 | $1,483+317.2% | $4,182+47.9% | $2,042+202.9% |
| Participant deferral / active EE | $12,814 | $3,097+313.7% | $5,045+154.0% | $3,169+304.3% |
| Admin fee / account holder | $562 | $374+50.4% | $8,159-93.1% | $479+17.2% |