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 Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $44,179 |
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 | $60,779 | $66,302-8.3% | $110,238-44.9% | $56,287+8.0% |
| Participation rate | 99.1% | 74.9%+24.2pp | 79.8%+19.3pp | 69.9%+29.3pp |
| Annual return | -4.44% | -1.18%-3.3pp | 314.74%-319.2pp | -9.96%+5.5pp |
| Employer contribution / active EE | $4,360 | $2,047+113.0% | $3,826+13.9% | $2,111+106.5% |
| Participant deferral / active EE | $4,673 | $3,381+38.2% | $4,6720% | $3,350+39.5% |
| Admin fee / account holder | $157 | $698-77.5% | $8,547-98.2% | $521-69.8% |