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.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $16,579 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage c... | $849 |
CHARLES SCHWAB & CO., INC.5+ years 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 | $221,266 | $88,515+150.0% | $162,163+36.4% | $67,579+227.4% |
| Participation rate | 95.8% | 86.8%+9.0pp | 87.6%+8.3pp | 71.3%+24.5pp |
| Annual return | 20.19% | 27.04%-6.8pp | 115.59%-95.4pp | 378.56%-358.4pp |
| Employer contribution / active EE | $11,482 | $3,563+222.2% | $5,614+104.5% | $2,148+434.6% |
| Participant deferral / active EE | $13,926 | $5,724+143.3% | $7,298+90.8% | $3,539+293.5% |
| Admin fee / account holder | $39 | $124-68.2% | $10,843-99.6% | $142-72.4% |