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.6+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $122,309 |
Service code 26 · EIN 20-1665305 | Advisory (Participants) | $7,483 |
Service code 26 · EIN 26-2338030 | Advisory (Participants) | $5,900 |
CHARLES SCHWAB & CO., INC.6+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $963 |
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 | $145,179 | $52,293+177.6% | $178,490-18.7% | $73,409+97.8% |
| Participation rate | 99.2% | 65.3%+33.9pp | 81.9%+17.3pp | 72.2%+27.0pp |
| Annual return | 11.96% | 34.75%-22.8pp | 151.07%-139.1pp | 59.29%-47.3pp |
| Employer contribution / active EE | $7,518 | $1,735+333.2% | $5,011+50.0% | $2,234+236.6% |
| Participant deferral / active EE | $5,516 | $2,332+136.5% | $5,202+6.0% | $3,805+44.9% |
| Admin fee / account holder | $289 | $127+127.0% | $13,984-97.9% | $158+83.1% |