See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.4+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $55,924 |
CHARLES SCHWAB & CO., INC.4+ years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage c... | $644 |
CHARLES SCHWAB & CO., INC.4+ 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 | $131,054 | $73,102+79.3% | $123,544+6.1% | $56,287+132.8% |
| Participation rate | 95.3% | 74.3%+21.0pp | 82.3%+13.0pp | 69.9%+25.5pp |
| Annual return | -4.15% | 3.01%-7.2pp | 119.20%-123.4pp | -9.96%+5.8pp |
| Employer contribution / active EE | $1,422 | $2,977-52.2% | $4,628-69.3% | $2,111-32.6% |
| Participant deferral / active EE | $9,245 | $5,423+70.5% | $6,426+43.9% | $3,350+176.0% |
| Admin fee / account holder | $282 | $554-49.0% | $9,284-97.0% | $521-45.8% |