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 |
|---|---|---|
Service code 29 · EIN 36-1453176 | Legal | $42,756 |
Filed as: WEALTHSPIRE ADVISORS LLC Service code 26 · EIN 13-3831584 | Advisory (Participants) | $27,215 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $20,439 |
CHARLES SCHWAB & CO., INC.6+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $5,790 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $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 | $166,045 | $110,699+50.0% | $177,821-6.6% | $90,288+83.9% |
| Participation rate | 95.0% | 88.3%+6.7pp | 87.7%+7.3pp | 73.4%+21.7pp |
| Annual return | 15.35% | 22.79%-7.4pp | 48.32%-33.0pp | 53.97%-38.6pp |
| Employer contribution / active EE | $4,974 | $4,118+20.8% | $5,918-16.0% | $2,524+97.1% |
| Participant deferral / active EE | $14,368 | $6,731+113.5% | $7,714+86.3% | $4,232+239.5% |
| Admin fee / account holder | $31 | $90-65.9% | $12,427-99.8% | $114-73.1% |