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.3+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $69,871 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage c... | $805 |
CHARLES SCHWAB & CO., INC.3+ 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 | $140,119 | $80,753+73.5% | $136,294+2.8% | $62,292+124.9% |
| Participation rate | 97.0% | 73.5%+23.5pp | 81.9%+15.1pp | 69.5%+27.5pp |
| Annual return | 16.83% | 35.83%-19.0pp | 5155.94%-5139.1pp | 28.90%-12.1pp |
| Employer contribution / active EE | $1,335 | $2,884-53.7% | $4,695-71.6% | $2,042-34.6% |
| Participant deferral / active EE | $9,129 | $5,164+76.8% | $6,247+46.1% | $3,169+188.1% |
| Admin fee / account holder | $360 | $525-31.5% | $9,243-96.1% | $479-24.9% |