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 |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES, IN Service code 15 · EIN 34-1479833 | Recordkeeping | $18,599 |
Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $1,996 |
Filed as: CHARLES SCHWAB & CO INC AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $145,669 | $74,089+96.6% | $133,980+8.7% | $55,167+164.1% |
| Participation rate | 98.1% | 84.3%+13.8pp | 87.1%+11.0pp | 69.0%+29.1pp |
| Annual return | 56.19% | 12.11%+44.1pp | 29.30%+26.9pp | 169.23%-113.0pp |
| Employer contribution / active EE | $4,369 | $3,064+42.6% | $5,211-16.2% | $1,963+122.6% |
| Participant deferral / active EE | $11,369 | $4,678+143.0% | $6,282+81.0% | $3,054+272.2% |
| Admin fee / account holder | $147 | $458-68.0% | $9,324-98.4% | $504-70.9% |