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 | $22,685 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3 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 | $234,913 | $98,727+137.9% | $113,168+107.6% | $85,563+174.6% |
| Participation rate | 98.5% | 80.8%+17.7pp | 76.6%+22.0pp | 66.0%+32.6pp |
| Annual return | 14.26% | 17.43%-3.2pp | 24.27%-10.0pp | 31.51%-17.3pp |
| Employer contribution / active EE | $8,046 | $2,907+176.8% | $2,975+170.4% | $2,654+203.2% |
| Participant deferral / active EE | $10,139 | $5,424+86.9% | $5,107+98.5% | $4,375+131.7% |
| Admin fee / account holder | $44 | $357-87.6% | $12,068-99.6% | $834-94.7% |