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 |
|---|---|---|
Service code 28 · EIN 76-0451829 | Investment Management | $24,201 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $10,956 |
Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB BANK Service code 59 · EIN 42-1558009 | 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 | $94,010 | $74,347+26.4% | $93,606+0.4% | $67,579+39.1% |
| Participation rate | 97.4% | 80.6%+16.8pp | 75.8%+21.6pp | 71.3%+26.1pp |
| Annual return | 19.66% | 28.07%-8.4pp | 32.76%-13.1pp | 378.56%-358.9pp |
| Employer contribution / active EE | $3,254 | $2,583+26.0% | $2,718+19.7% | $2,148+51.5% |
| Participant deferral / active EE | $4,699 | $4,060+15.7% | $4,069+15.5% | $3,539+32.8% |
| Admin fee / account holder | $105 | $123-14.4% | $7,888-98.7% | $142-26.2% |