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 | $13,293 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Direct pa... | $5,063 |
Filed as: CHARLES SCHWAB & CO. INC. & AFFIL 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 | $313,903 | $88,122+256.2% | $141,162+122.4% | $67,579+364.5% |
| Participation rate | 99.3% | 76.5%+22.8pp | 82.5%+16.8pp | 71.3%+28.0pp |
| Annual return | 21.77% | 75.40%-53.6pp | 71.39%-49.6pp | 378.56%-356.8pp |
| Employer contribution / active EE | $11,137 | $3,224+245.4% | $4,735+135.2% | $2,148+418.5% |
| Participant deferral / active EE | $10,441 | $5,958+75.2% | $6,709+55.6% | $3,539+195.0% |
| Admin fee / account holder | $36 | $131-72.7% | $10,261-99.7% | $142-74.9% |