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.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES, IN Service code 15 · EIN 34-1479833 | Recordkeeping | $15,252 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $982 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO INC AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $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 | $197,476 | $100,041+97.4% | $149,718+31.9% | $70,131+181.6% |
| Participation rate | 97.5% | 83.6%+13.9pp | 87.1%+10.5pp | 69.5%+28.0pp |
| Annual return | 21.11% | 27.43%-6.3pp | 1501.63%-1480.5pp | 73.14%-52.0pp |
| Employer contribution / active EE | $4,931 | $3,662+34.7% | $5,445-9.4% | $2,342+110.5% |
| Participant deferral / active EE | $13,408 | $4,983+169.1% | $6,569+104.1% | $3,332+302.4% |
| Admin fee / account holder | $144 | $8,286-98.3% | $11,283-98.7% | $4,645-96.9% |