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.
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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.9+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $47,756 |
CHARLES SCHWAB & CO., INC.9+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $12 |
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 | $59,530 | $100,227-40.6% | $169,993-65.0% | $74,419-20.0% |
| Participation rate | 99.3% | 87.3%+12.0pp | 87.0%+12.3pp | 70.7%+28.5pp |
| Annual return | 18.51% | 66.08%-47.6pp | 53.37%-34.9pp | 34.38%-15.9pp |
| Employer contribution / active EE | $3,020 | $4,263-29.2% | $6,785-55.5% | $2,637+14.5% |
| Participant deferral / active EE | $5,671 | $7,143-20.6% | $10,408-45.5% | $4,528+25.2% |
| Admin fee / account holder | $135 | $234-42.6% | $12,815-99.0% | $348-61.3% |