Filed April 28, 2023 (most recent of 2 filings on file)
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: CHARLES SCHWAB BANK/TRUST COMPANY Service code 18 | Custodial (other than securities); Sh... | $27,607 |
USI CONSULTING GROUP1+ years Filed as: KIBBLE & PRENTICE HOLDING COMPANY Service code 15 · EIN 91-1176315 | Recordkeeping | $11,700 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO., INC Service code 18 | Shareholder servicing fees; Custodial... | $0 |
CHARLES SCHWAB & CO., INC.1+ years Service code 18 · EIN 94-1737782 | Shareholder servicing fees; Custodial... | $0 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Custodial (other than securities); Fl... | $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 | $48,468 | $75,760-36.0% | $123,104-60.6% | $59,188-18.1% |
| Participation rate | 96.7% | 86.0%+10.7pp | 86.8%+10.0pp | 69.4%+27.3pp |
| Annual return | -0.40% | 2.93%-3.3pp | 13.22%-13.6pp | 5.51%-5.9pp |
| Employer contribution / active EE | $1,453 | $3,415-57.4% | $5,151-71.8% | $2,098-30.7% |
| Participant deferral / active EE | $4,446 | $5,000-11.1% | $6,230-28.6% | $3,265+36.2% |
| Admin fee / account holder | $7 | $61-88.1% | $9,015-99.9% | $92-92.1% |