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 | $12,340 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Float rev... | $6,735 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $23 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO INC & AFFILIATE Service code 59 | Shareholder Servicing | $0 |
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 | $259,255 | $155,795+66.4% | $136,294+90.2% | $69,631+272.3% |
| Participation rate | 99.3% | 75.2%+24.1pp | 81.9%+17.4pp | 70.7%+28.7pp |
| Annual return | 17.02% | 232464.33%-232447.3pp | 5155.94%-5138.9pp | 27571.02%-27554.0pp |
| Employer contribution / active EE | $10,352 | $2,991+246.1% | $4,695+120.5% | $2,032+409.4% |
| Participant deferral / active EE | $9,238 | $5,394+71.3% | $6,247+47.9% | $3,224+186.6% |
| Admin fee / account holder | $36 | $128-72.0% | $9,243-99.6% | $110-67.5% |