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 | $80,393 |
Filed as: DIMEO SCHNEIDER & ASSOCIATES L Service code 28 · EIN 36-4001764 | Investment Management | $68,642 |
RSM US LLP2 years Service code 10 · EIN 42-0714325 | Accounting | $8,925 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $191 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $141,029 | $88,122+60.0% | $141,162-0.1% | $67,579+108.7% |
| Participation rate | 74.5% | 76.5%-2.0pp | 82.5%-8.0pp | 71.3%+3.2pp |
| Annual return | 20.49% | 75.40%-54.9pp | 71.39%-50.9pp | 378.56%-358.1pp |
| Employer contribution / active EE | $3,104 | $3,224-3.7% | $4,735-34.4% | $2,148+44.5% |
| Participant deferral / active EE | $7,266 | $5,958+22.0% | $6,709+8.3% | $3,539+105.3% |
| Admin fee / account holder | $285 | $131+117.5% | $10,261-97.2% | $142+100.1% |