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.9+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $258,387 |
CHARLES SCHWAB & CO., INC.9+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $111 |
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 | $80,095 | $107,459-25.5% | $135,903-41.1% | $80,160-0.1% |
| Participation rate | 95.2% | 78.0%+17.1pp | 81.9%+13.3pp | 72.9%+22.3pp |
| Annual return | 14.64% | 91.91%-77.3pp | 68.23%-53.6pp | 40.38%-25.7pp |
| Employer contribution / active EE | $1,043 | $3,877-73.1% | $4,856-78.5% | $2,978-65.0% |
| Participant deferral / active EE | $5,776 | $8,195-29.5% | $7,758-25.5% | $5,017+15.1% |
| Admin fee / account holder | $198 | $127+56.0% | $10,762-98.2% | $145+36.6% |