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 |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $20,125 |
Service code 26 · EIN 46-1173026 | Advisory (Participants) | $15,430 |
CHARLES SCHWAB & CO., INC.4+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $2,439 |
Filed as: CHARLES SCHWAB & CO INC AND AFFILIA 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 | $189,238 | $67,598+179.9% | $75,886+149.4% | $77,787+143.3% |
| Participation rate | 88.6% | 69.6%+19.1pp | 69.3%+19.4pp | 73.2%+15.4pp |
| Annual return | 24.96% | 23.18%+1.8pp | 30.76%-5.8pp | 32.57%-7.6pp |
| Employer contribution / active EE | $5,532 | $2,430+127.7% | $2,500+121.2% | $2,504+120.9% |
| Participant deferral / active EE | $9,472 | $3,502+170.5% | $3,603+162.9% | $3,967+138.8% |
| Admin fee / account holder | $26 | $96-72.5% | $5,418-99.5% | $100-73.6% |