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 | $90,131 |
MORGAN STANLEY SMITH BARNEY4 years Service code 28 · EIN 26-4310632 | Investment Management | $58,420 |
CHARLES SCHWAB & CO., INC.6+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Direct pa... | $131 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $235,983 | $70,908+232.8% | $98,907+138.6% | $73,488+221.1% |
| Participation rate | 97.2% | 73.8%+23.4pp | 76.0%+21.1pp | 70.7%+26.5pp |
| Annual return | 13.54% | 34.17%-20.6pp | 196.43%-182.9pp | 28.51%-15.0pp |
| Employer contribution / active EE | $8,349 | $2,036+310.0% | $2,689+210.5% | $2,270+267.8% |
| Participant deferral / active EE | $8,530 | $3,500+143.7% | $4,244+101.0% | $3,740+128.1% |
| Admin fee / account holder | $601 | $535+12.4% | $6,642-90.9% | $513+17.2% |