Filed February 11, 2022
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.6+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $232,250 |
CHARLES SCHWAB & CO., INC.6+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Direct payment ... | $16 |
Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,015 | $127,481-40.4% | $149,696-49.2% | $90,288-15.8% |
| Participation rate | 94.4% | 78.2%+16.2pp | 82.5%+11.9pp | 73.4%+21.0pp |
| Annual return | 10.96% | 57.78%-46.8pp | 276.60%-265.6pp | 53.97%-43.0pp |
| Employer contribution / active EE | $468 | $3,448-86.4% | $4,644-89.9% | $2,524-81.4% |
| Participant deferral / active EE | $4,849 | $6,975-30.5% | $6,842-29.1% | $4,232+14.6% |
| Admin fee / account holder | $185 | $152+21.8% | $9,309-98.0% | $114+62.0% |