Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 66 | Other insurance wrap fees; Insurance ... | $47,445 |
CHARLES SCHWAB & CO., INC.3+ years Service code 27 · EIN 94-1737782 | Advisory (Plan) | $8,951 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 50 · EIN 34-1479833 | Direct Payment | $1,098 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,987 | $46,173+144.7% | $170,435-33.7% | $69,631+62.3% |
| Participation rate | 99.7% | 63.9%+35.8pp | 83.6%+16.1pp | 70.7%+29.0pp |
| Annual return | 15.88% | 21.62%-5.7pp | 205.94%-190.1pp | 27571.02%-27555.1pp |
| Employer contribution / active EE | $7,137 | $1,610+343.4% | $5,432+31.4% | $2,032+251.2% |
| Participant deferral / active EE | $4,704 | $2,080+126.1% | $4,939-4.8% | $3,224+45.9% |
| Admin fee / account holder | $163 | $116+40.6% | $13,881-98.8% | $110+47.6% |