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,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $81,974 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,409 | $331,159-56.7% | $112,887+27.0% | $74,419+92.7% |
| Participation rate | 90.8% | 81.4%+9.5pp | 80.5%+10.3pp | 70.7%+20.1pp |
| Annual return | 20.34% | 21.62%-1.3pp | 34.10%-13.8pp | 34.38%-14.0pp |
| Employer contribution / active EE | $2,025 | $5,469-63.0% | $4,563-55.6% | $2,637-23.2% |
| Participant deferral / active EE | $9,622 | $8,097+18.8% | $6,513+47.7% | $4,528+112.5% |
| Admin fee / account holder | $191 | $281-32.0% | $7,047-97.3% | $348-45.1% |