See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.10+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $57,477 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $1,931 |
CHARLES SCHWAB & CO., INC.2 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 | $67,582 | $129,021-47.6% | $184,203-63.3% | $77,643-13.0% |
| Participation rate | 98.3% | 87.3%+10.9pp | 86.8%+11.5pp | 70.6%+27.7pp |
| Annual return | 18.37% | 33.27%-14.9pp | 28.81%-10.4pp | 31.24%-12.9pp |
| Employer contribution / active EE | $3,025 | $4,413-31.5% | $6,427-52.9% | $2,726+11.0% |
| Participant deferral / active EE | $6,573 | $7,297-9.9% | $9,131-28.0% | $4,647+41.4% |
| Admin fee / account holder | $153 | $254-39.8% | $13,901-98.9% | $430-64.5% |