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.4+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $13,023 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $12,008 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB & CO INC & AFFILIATE Service code 59 | Shareholder Servicing | $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 | $244,956 | $75,388+224.9% | $123,544+98.3% | $55,725+339.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.3%+17.7pp | 70.9%+29.1pp |
| Annual return | -5.37% | 4.48%-9.8pp | 119.20%-124.6pp | 244.93%-250.3pp |
| Employer contribution / active EE | $10,007 | $3,063+226.7% | $4,628+116.2% | $2,078+381.5% |
| Participant deferral / active EE | $9,693 | $5,651+71.5% | $6,426+50.9% | $3,356+188.9% |
| Admin fee / account holder | $31 | $120-74.5% | $9,284-99.7% | $115-73.4% |