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.5+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $121,675 |
SIGNAL SECURITIES INC3 years Service code 26 · EIN 75-1994786 | Advisory (Participants) | $5,849 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $979 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA 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 | $128,704 | $62,928+104.5% | $172,739-25.5% | $67,579+90.4% |
| Participation rate | 98.5% | 64.5%+34.0pp | 82.6%+15.9pp | 71.3%+27.2pp |
| Annual return | 18.34% | 30.36%-12.0pp | 802.84%-784.5pp | 378.56%-360.2pp |
| Employer contribution / active EE | $7,326 | $1,636+347.8% | $5,143+42.4% | $2,148+241.1% |
| Participant deferral / active EE | $4,954 | $2,145+131.0% | $5,198-4.7% | $3,539+40.0% |
| Admin fee / account holder | $282 | $167+69.0% | $13,954-98.0% | $142+97.9% |