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.5+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $64,356 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Shareholder ser... | $275 |
CHARLES SCHWAB & CO., INC.5+ 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 | $165,609 | $62,928+163.2% | $172,739-4.1% | $67,579+145.1% |
| Participation rate | 95.2% | 64.5%+30.7pp | 82.6%+12.5pp | 71.3%+23.9pp |
| Annual return | 22.11% | 30.36%-8.3pp | 802.84%-780.7pp | 378.56%-356.5pp |
| Employer contribution / active EE | $9,321 | $1,636+469.7% | $5,143+81.3% | $2,148+334.0% |
| Participant deferral / active EE | $3,974 | $2,145+85.3% | $5,198-23.5% | $3,539+12.3% |
| Admin fee / account holder | $117 | $167-29.9% | $13,954-99.2% | $142-18.0% |