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.3+ years Filed as: SCHWAB RETIREMENT PLAN SERV., INC. Service code 15 · EIN 34-1479833 | Recordkeeping | $30,361 |
GLOBAL RETIREMENT PARTNERS LLC3+ years Service code 28 · EIN 47-1411118 | Investment Management | $10,000 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $4,147 |
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 | $82,864 | $96,458-14.1% | $136,294-39.2% | $77,958+6.3% |
| Participation rate | 77.1% | 75.4%+1.7pp | 81.9%-4.8pp | 71.6%+5.5pp |
| Annual return | 20.34% | 23.78%-3.4pp | 5155.94%-5135.6pp | 20.87%-0.5pp |
| Employer contribution / active EE | $3,070 | $3,144-2.3% | $4,695-34.6% | $2,310+32.9% |
| Participant deferral / active EE | $6,788 | $5,902+15.0% | $6,247+8.7% | $3,537+91.9% |
| Admin fee / account holder | $37 | $80-53.8% | $9,243-99.6% | $97-61.8% |