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 | $10,375 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Float revenue; Shareholder servicing ... | $4,484 |
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 | $130,116 | $70,667+84.1% | $123,104+5.7% | $52,331+148.6% |
| Participation rate | 98.3% | 83.7%+14.6pp | 86.8%+11.5pp | 68.1%+30.2pp |
| Annual return | 2.55% | 6.23%-3.7pp | 13.22%-10.7pp | 4.54%-2.0pp |
| Employer contribution / active EE | $11,106 | $2,946+277.0% | $5,151+115.6% | $1,882+490.2% |
| Participant deferral / active EE | $13,807 | $4,493+207.3% | $6,230+121.6% | $3,022+356.9% |
| Admin fee / account holder | $52 | $506-89.7% | $9,015-99.4% | $592-91.2% |