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.4+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $36,122 |
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 | $117,524 | $89,436+31.4% | $164,813-28.7% | $77,643+51.4% |
| Participation rate | 93.7% | 78.6%+15.1pp | 78.6%+15.1pp | 70.6%+23.1pp |
| Annual return | 16.85% | 28.83%-12.0pp | 69.93%-53.1pp | 31.24%-14.4pp |
| Employer contribution / active EE | $1,886 | $2,569-26.6% | $4,341-56.6% | $2,726-30.8% |
| Participant deferral / active EE | $6,775 | $4,897+38.4% | $6,031+12.3% | $4,647+45.8% |
| Admin fee / account holder | $68 | $339-80.0% | $12,690-99.5% | $430-84.2% |