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 10-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 | $42,079 |
CHARLES SCHWAB & CO., INC.1+ years Service code 33 · EIN 94-1737782 | Other investment fees and expenses; S... | $1,867 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $315,863 | $72,177+337.6% | $115,037+174.6% | $59,632+429.7% |
| Participation rate | 99.0% | 72.6%+26.4pp | 81.4%+17.6pp | 68.7%+30.3pp |
| Annual return | -0.28% | 12.02%-12.3pp | 26.14%-26.4pp | 2041.28%-2041.6pp |
| Employer contribution / active EE | $6,754 | $2,841+137.7% | $4,608+46.6% | $2,203+206.6% |
| Participant deferral / active EE | $11,680 | $4,783+144.2% | $6,026+93.8% | $3,192+265.9% |
| Admin fee / account holder | $385 | $4,927-92.2% | $8,175-95.3% | $4,297-91.0% |