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 16 200 N. SEPULVEDA BLVD · EL SEGUNDO, CA 90245 | Consulting | $27,503 |
T ROWE PRICE RPS INC2 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $9,612 |
Filed as: CHARLES SCHWAB AND CO., INC. Service code 33 | Shareholder servicing fees; Securitie... | $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 | $107,773 | $55,453+94.4% | $170,442-36.8% | $62,292+73.0% |
| Participation rate | 85.5% | 66.4%+19.2pp | 83.6%+1.9pp | 69.5%+16.0pp |
| Annual return | 16.56% | 21.38%-4.8pp | 205.93%-189.4pp | 28.90%-12.3pp |
| Employer contribution / active EE | $3,697 | $2,164+70.9% | $5,433-31.9% | $2,042+81.0% |
| Participant deferral / active EE | $3,236 | $2,303+40.5% | $4,939-34.5% | $3,169+2.1% |
| Admin fee / account holder | $137 | $455-69.9% | $13,880-99.0% | $479-71.4% |