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.3+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $19,261 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $1,027 |
CHARLES SCHWAB & CO., INC.3+ 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 | $194,952 | $100,041+94.9% | $149,718+30.2% | $70,131+178.0% |
| Participation rate | 96.1% | 83.6%+12.5pp | 87.1%+9.0pp | 69.5%+26.6pp |
| Annual return | 16.55% | 27.43%-10.9pp | 1501.63%-1485.1pp | 73.14%-56.6pp |
| Employer contribution / active EE | $16,584 | $3,662+352.9% | $5,445+204.6% | $2,342+608.0% |
| Participant deferral / active EE | $22,044 | $4,983+342.4% | $6,569+235.6% | $3,332+561.6% |
| Admin fee / account holder | $132 | $8,286-98.4% | $11,283-98.8% | $4,645-97.2% |