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.4+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $66,717 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $711 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $5 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $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 | $147,476 | $37,196+296.5% | $154,107-4.3% | $55,725+164.6% |
| Participation rate | 92.6% | 64.1%+28.5pp | 83.0%+9.5pp | 70.9%+21.7pp |
| Annual return | -3.95% | 1319.68%-1323.6pp | 735.12%-739.1pp | 244.93%-248.9pp |
| Employer contribution / active EE | $8,943 | $1,614+454.0% | $5,298+68.8% | $2,078+330.3% |
| Participant deferral / active EE | $3,939 | $2,068+90.5% | $5,081-22.5% | $3,356+17.4% |
| Admin fee / account holder | $130 | $102+28.2% | $13,411-99.0% | $115+13.1% |