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 | $13,330 |
CHARLES SCHWAB & CO., INC.6+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Float revenue; ... | $1,354 |
CHARLES SCHWAB & CO., INC.2 years 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 | $359,193 | $100,801+256.3% | $149,696+139.9% | $73,409+389.3% |
| Participation rate | 98.9% | 77.7%+21.2pp | 82.5%+16.4pp | 72.2%+26.7pp |
| Annual return | 15.95% | 265.34%-249.4pp | 276.60%-260.6pp | 59.29%-43.3pp |
| Employer contribution / active EE | $10,686 | $3,312+222.7% | $4,644+130.1% | $2,234+378.4% |
| Participant deferral / active EE | $10,432 | $6,404+62.9% | $6,842+52.5% | $3,805+174.1% |
| Admin fee / account holder | $36 | $181-80.0% | $9,309-99.6% | $158-77.1% |