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.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $82,171 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO INC Service code 33 · EIN 94-1737782 | Securities brokerage; Direct payment ... | $9,941 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO INC AND AFFIL Service code 59 | 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 | $190,447 | $65,263+191.8% | $90,223+111.1% | $55,191+245.1% |
| Participation rate | 99.8% | 79.0%+20.8pp | 79.0%+20.8pp | 69.2%+30.6pp |
| Annual return | -0.04% | 2.81%-2.9pp | 1.31%-1.4pp | 10.78%-10.8pp |
| Employer contribution / active EE | $6,611 | $4,153+59.2% | $4,378+51.0% | $1,899+248.2% |
| Participant deferral / active EE | $8,729 | $5,564+56.9% | $5,792+50.7% | $3,046+186.5% |
| Admin fee / account holder | $134 | $116+15.4% | $7,406-98.2% | $91+47.7% |