Filed September 7, 2021 (most recent of 5 filings on file)
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, IN Service code 15 · EIN 34-1479833 | Recordkeeping | $44,346 |
CHARLES SCHWAB & CO., INC.7+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.7+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,346 | $172,932-13.1% | $119,258+26.1% | $86,799+73.2% |
| Participation rate | 90.2% | 89.4%+0.7pp | 82.7%+7.5pp | 72.3%+17.9pp |
| Annual return | 16.01% | 20.96%-5.0pp | 30.69%-14.7pp | 97.91%-81.9pp |
| Employer contribution / active EE | $1,920 | $5,487-65.0% | $4,384-56.2% | $2,405-20.2% |
| Participant deferral / active EE | $9,233 | $8,466+9.1% | $6,111+51.1% | $4,131+123.5% |
| Admin fee / account holder | $110 | $150-26.8% | $7,226-98.5% | $170-35.1% |