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 | $17,672 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $50 |
Filed as: CHARLES SCHWAB & CO INC. AND AFFILI Service code 59 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | 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 | $125,390 | $51,288+144.5% | $81,983+52.9% | $73,409+70.8% |
| Participation rate | 98.6% | 64.0%+34.6pp | 69.2%+29.3pp | 72.2%+26.4pp |
| Annual return | 14.30% | 29.48%-15.2pp | 41.31%-27.0pp | 59.29%-45.0pp |
| Employer contribution / active EE | $3,130 | $1,487+110.5% | $2,498+25.3% | $2,234+40.1% |
| Participant deferral / active EE | $5,086 | $2,715+87.3% | $3,722+36.6% | $3,805+33.7% |
| Admin fee / account holder | $42 | $125-66.7% | $5,664-99.3% | $158-73.5% |