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,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $55,238 |
HEMMING MORSE2 years Filed as: HEMMING MORSE LLP Service code 10 · EIN 30-0702322 | Accounting | $10,414 |
Service code 26 · EIN 81-0602482 | Advisory (Participants) | $9,672 |
Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $571 |
Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $1 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $268,620 | $80,753+232.6% | $136,294+97.1% | $62,292+331.2% |
| Participation rate | 94.6% | 73.5%+21.1pp | 81.9%+12.7pp | 69.5%+25.1pp |
| Annual return | 15.36% | 35.83%-20.5pp | 5155.94%-5140.6pp | 28.90%-13.5pp |
| Employer contribution / active EE | $2,833 | $2,884-1.8% | $4,695-39.7% | $2,042+38.7% |
| Participant deferral / active EE | $8,719 | $5,164+68.8% | $6,247+39.6% | $3,169+175.1% |
| Admin fee / account holder | $418 | $525-20.5% | $9,243-95.5% | $479-12.9% |