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.5+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $48,346 |
Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB & CO.,INC. Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $65,147 | $69,159-5.8% | $125,175-48.0% | $67,579-3.6% |
| Participation rate | 98.8% | 78.2%+20.6pp | 79.8%+19.0pp | 71.3%+27.5pp |
| Annual return | 22.54% | 27.12%-4.6pp | 43.79%-21.2pp | 378.56%-356.0pp |
| Employer contribution / active EE | $4,609 | $2,023+127.8% | $3,865+19.2% | $2,148+114.6% |
| Participant deferral / active EE | $5,026 | $3,700+35.9% | $4,937+1.8% | $3,539+42.0% |
| Admin fee / account holder | $147 | $142+3.7% | $9,702-98.5% | $142+3.3% |