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.3+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $8,728 |
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 | $106,949 | $91,372+17.0% | $129,995-17.7% | $74,419+43.7% |
| Participation rate | 92.9% | 77.8%+15.1pp | 78.5%+14.4pp | 70.7%+22.1pp |
| Annual return | 18.35% | 23.21%-4.9pp | -137.18%+155.5pp | 34.38%-16.0pp |
| Employer contribution / active EE | $1,753 | $2,563-31.6% | $4,320-59.4% | $2,637-33.5% |
| Participant deferral / active EE | $6,373 | $4,721+35.0% | $5,820+9.5% | $4,528+40.8% |
| Admin fee / account holder | $16 | $283-94.2% | $10,614-99.8% | $348-95.3% |