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.4+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $110,027 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB & CO INC Service code 33 · EIN 94-1737782 | Securities brokerage; Shareholder ser... | $11,951 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $9 |
CHARLES SCHWAB & CO., INC.4+ 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 | $186,628 | $64,457+189.5% | $111,392+67.5% | $55,725+234.9% |
| Participation rate | 98.5% | 79.7%+18.8pp | 78.9%+19.6pp | 70.9%+27.6pp |
| Annual return | -4.75% | -19.97%+15.2pp | -2.06%-2.7pp | 244.93%-249.7pp |
| Employer contribution / active EE | $6,593 | $3,956+66.7% | $4,328+52.3% | $2,078+217.3% |
| Participant deferral / active EE | $9,114 | $5,219+74.6% | $5,567+63.7% | $3,356+171.6% |
| Admin fee / account holder | $157 | $112+40.6% | $12,266-98.7% | $115+36.7% |