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 |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $29,273 |
Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $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 | $76,421 | $100,041-23.6% | $149,718-49.0% | $70,131+9.0% |
| Participation rate | 83.2% | 83.6%-0.4pp | 87.1%-3.9pp | 69.5%+13.6pp |
| Annual return | 17.66% | 27.43%-9.8pp | 1501.63%-1484.0pp | 73.14%-55.5pp |
| Employer contribution / active EE | $4,038 | $3,662+10.3% | $5,445-25.8% | $2,342+72.4% |
| Participant deferral / active EE | $6,836 | $4,983+37.2% | $6,569+4.1% | $3,332+105.2% |
| Admin fee / account holder | $244 | $8,286-97.1% | $11,283-97.8% | $4,645-94.7% |