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 |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $58,977 |
STRATEGIC CAPITAL ADVISERS5+ years Service code 28 · EIN 84-1522071 | Investment Management | $40,500 |
REILLY, PENNER & BENTON LLP5+ years Filed as: REILLY, PENNER & BENTON, LLP Service code 10 · EIN 39-0747409 | Accounting | $8,100 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Direct pa... | $4,153 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB & CO INC AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 59 · EIN 82-3967259 | Shareholder Servicing | $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 | $167,440 | $105,247+59.1% | $87,100+92.2% | $77,787+115.3% |
| Participation rate | 94.9% | 85.8%+9.1pp | 76.9%+18.0pp | 73.2%+21.7pp |
| Annual return | 20.85% | 24.52%-3.7pp | 28.19%-7.3pp | 32.57%-11.7pp |
| Employer contribution / active EE | $6,956 | $2,895+140.3% | $2,521+175.9% | $2,504+177.8% |
| Participant deferral / active EE | $5,015 | $5,060-0.9% | $4,049+23.9% | $3,967+26.4% |
| Admin fee / account holder | $60 | $104-42.6% | $7,497-99.2% | $100-40.1% |