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.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $23,571 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $2 |
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 | $66,443 | $94,529-29.7% | $140,016-52.5% | $64,186+3.5% |
| Participation rate | 89.0% | 84.1%+4.9pp | 87.5%+1.5pp | 69.6%+19.5pp |
| Annual return | -5.31% | 7.77%-13.1pp | 651.12%-656.4pp | 7.63%-12.9pp |
| Employer contribution / active EE | $4,910 | $3,812+28.8% | $5,606-12.4% | $2,381+106.2% |
| Participant deferral / active EE | $7,531 | $5,250+43.4% | $6,927+8.7% | $3,470+117.1% |
| Admin fee / account holder | $206 | $6,741-96.9% | $10,705-98.1% | $4,888-95.8% |