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.2+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $25,554 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $107,489 | $71,142+51.1% | $119,609-10.1% | $64,808+65.9% |
| Participation rate | 89.9% | 78.6%+11.3pp | 79.3%+10.6pp | 71.5%+18.4pp |
| Annual return | -15.88% | -10.01%-5.9pp | -14.97%-0.9pp | 32.82%-48.7pp |
| Employer contribution / active EE | $1,718 | $2,497-31.2% | $4,232-59.4% | $2,506-31.4% |
| Participant deferral / active EE | $6,173 | $4,490+37.5% | $5,602+10.2% | $4,310+43.2% |
| Admin fee / account holder | $54 | $162-66.5% | $10,323-99.5% | $188-71.1% |