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.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $15,411 |
CHARLES SCHWAB & CO., INC.6+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $67 |
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 | $116,358 | $52,670+120.9% | $90,404+28.7% | $73,409+58.5% |
| Participation rate | 95.3% | 67.7%+27.6pp | 72.7%+22.6pp | 72.2%+23.1pp |
| Annual return | 13.30% | 20.70%-7.4pp | 1293.02%-1279.7pp | 59.29%-46.0pp |
| Employer contribution / active EE | $914 | $1,872-51.1% | $3,262-72.0% | $2,234-59.1% |
| Participant deferral / active EE | $1,683 | $2,807-40.0% | $3,963-57.5% | $3,805-55.8% |
| Admin fee / account holder | $24 | $117-79.3% | $5,611-99.6% | $158-84.7% |