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 9-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 | $18,175 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Float rev... | $2,784 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES 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 | $160,371 | $65,292+145.6% | $71,671+123.8% | $77,958+105.7% |
| Participation rate | 90.3% | 67.4%+22.9pp | 68.7%+21.6pp | 71.6%+18.7pp |
| Annual return | 19.66% | 21.25%-1.6pp | 20.65%-1.0pp | 20.87%-1.2pp |
| Employer contribution / active EE | $5,292 | $2,085+153.8% | $2,460+115.1% | $2,310+129.0% |
| Participant deferral / active EE | $8,923 | $3,008+196.6% | $3,438+159.5% | $3,537+152.3% |
| Admin fee / account holder | $14 | $84-84.0% | $5,558-99.8% | $97-86.1% |