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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $145,892 |
Service code 28 · EIN 23-0731260 | Investment Management | $37,500 |
CHARLES SCHWAB & CO., INC.6+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $17 |
Filed as: CHARLES SCHWAB & CO INC. AND AFFILI Service code 59 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,639 | $105,190-21.4% | $98,907-16.4% | $90,288-8.5% |
| Participation rate | 83.8% | 86.4%-2.5pp | 76.0%+7.8pp | 73.4%+10.5pp |
| Annual return | 36.96% | 18.52%+18.4pp | 196.43%-159.5pp | 53.97%-17.0pp |
| Employer contribution / active EE | $1,716 | $3,831-55.2% | $2,689-36.2% | $2,524-32.0% |
| Participant deferral / active EE | $3,293 | $5,616-41.4% | $4,244-22.4% | $4,232-22.2% |
| Admin fee / account holder | $131 | $97+34.5% | $6,642-98.0% | $114+14.8% |