Filed October 2, 2023
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 | $147,775 |
AON CONSULTING4+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 28 · EIN 36-3109431 | Investment Management | $39,658 |
Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.5+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $50,906 | $95,776-46.8% | $162,163-68.6% | $77,787-34.6% |
| Participation rate | 98.6% | 88.6%+10.0pp | 87.6%+11.1pp | 73.2%+25.4pp |
| Annual return | 19.77% | 37.03%-17.3pp | 115.59%-95.8pp | 32.57%-12.8pp |
| Employer contribution / active EE | $1,728 | $3,874-55.4% | $5,614-69.2% | $2,504-31.0% |
| Participant deferral / active EE | $3,371 | $6,125-45.0% | $7,298-53.8% | $3,967-15.0% |
| Admin fee / account holder | $118 | $88+34.8% | $10,843-98.9% | $100+18.1% |