Filed January 6, 2021
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 4-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.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $2,009 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO INC Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,580 | $65,409+11.0% | $98,442-26.3% | $85,850-15.5% |
| Participation rate | 97.5% | 65.0%+32.5pp | 73.3%+24.2pp | 69.3%+28.2pp |
| Annual return | 15.98% | 21.76%-5.8pp | 1492.73%-1476.7pp | 318.53%-302.6pp |
| Employer contribution / active EE | $3,196 | $2,168+47.4% | $2,960+8.0% | $2,565+24.6% |
| Participant deferral / active EE | $5,581 | $3,166+76.3% | $4,276+30.5% | $3,952+41.2% |
| Admin fee / account holder | $17 | $4,593-99.6% | $5,949-99.7% | $6,260-99.7% |