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.2+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $104,414 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO INC Service code 33 · EIN 94-1737782 | Securities brokerage; Shareholder ser... | $13,777 |
Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $5 |
CHARLES SCHWAB & CO., INC.2+ 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 | $198,068 | $66,750+196.7% | $105,722+87.3% | $57,658+243.5% |
| Participation rate | 99.5% | 79.2%+20.3pp | 78.9%+20.5pp | 70.2%+29.2pp |
| Annual return | 8.85% | 10.99%-2.1pp | 12.25%-3.4pp | 5.13%+3.7pp |
| Employer contribution / active EE | $6,195 | $3,766+64.5% | $4,079+51.9% | $1,974+213.9% |
| Participant deferral / active EE | $8,378 | $4,933+69.8% | $5,326+57.3% | $3,061+173.7% |
| Admin fee / account holder | $164 | $88+87.1% | $8,308-98.0% | $95+73.8% |