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.5+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES, IN Service code 15 · EIN 34-1479833 | Recordkeeping | $51,930 |
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 | $124,080 | $66,310+87.1% | $93,606+32.6% | $65,185+90.4% |
| Participation rate | 97.1% | 74.0%+23.1pp | 75.8%+21.2pp | 70.2%+26.9pp |
| Annual return | 19.68% | 42.58%-22.9pp | 32.76%-13.1pp | 29.38%-9.7pp |
| Employer contribution / active EE | $6,883 | $2,012+242.1% | $2,718+153.3% | $2,177+216.2% |
| Participant deferral / active EE | $9,660 | $3,342+189.1% | $4,069+137.4% | $3,514+174.9% |
| Admin fee / account holder | $265 | $6,897-96.2% | $7,888-96.6% | $847-68.7% |