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 | $19,942 |
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782 | Float revenue; Shareholder servicing ... | $465 |
CHARLES SCHWAB & CO., INC.5+ 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 | $109,418 | $54,237+101.7% | $90,281+21.2% | $67,579+61.9% |
| Participation rate | 95.3% | 68.6%+26.7pp | 73.3%+22.1pp | 71.3%+24.1pp |
| Annual return | 21.25% | 37.27%-16.0pp | 78.10%-56.8pp | 378.56%-357.3pp |
| Employer contribution / active EE | $1,637 | $1,846-11.3% | $2,854-42.6% | $2,148-23.8% |
| Participant deferral / active EE | $2,788 | $2,625+6.2% | $3,885-28.2% | $3,539-21.2% |
| Admin fee / account holder | $31 | $123-75.1% | $5,351-99.4% | $142-78.4% |