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.5+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $7,962 |
FISHER INVESTMENTS3 years Service code 26 · EIN 20-2480800 | Advisory (Participants) | $6,518 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB & CO INC Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $1,632 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL 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 | $174,576 | $73,404+137.8% | $87,100+100.4% | $67,579+158.3% |
| Participation rate | 76.1% | 80.9%-4.8pp | 76.9%-0.8pp | 71.3%+4.8pp |
| Annual return | 22.55% | 48.29%-25.7pp | 28.19%-5.6pp | 378.56%-356.0pp |
| Employer contribution / active EE | $714 | $2,014-64.5% | $2,521-71.7% | $2,148-66.7% |
| Participant deferral / active EE | $12,433 | $3,913+217.8% | $4,049+207.1% | $3,539+251.3% |
| Admin fee / account holder | $48 | $142-66.0% | $7,497-99.4% | $142-66.1% |