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.6+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $24,797 |
CHARLES SCHWAB & CO., INC.6+ years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage; ... | $2 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
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 | $65,670 | $136,307-51.8% | $177,821-63.1% | $73,488-10.6% |
| Participation rate | 98.9% | 86.1%+12.8pp | 87.7%+11.2pp | 70.7%+28.2pp |
| Annual return | 15.93% | 18.68%-2.7pp | 48.32%-32.4pp | 28.51%-12.6pp |
| Employer contribution / active EE | $2,210 | $3,712-40.5% | $5,918-62.7% | $2,270-2.7% |
| Participant deferral / active EE | $4,598 | $5,829-21.1% | $7,714-40.4% | $3,740+23.0% |
| Admin fee / account holder | $134 | $596-77.5% | $12,427-98.9% | $513-73.8% |