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 | $13,953 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC & AFFILIAT Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB & CO. INC. Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $136,597 | $73,125+86.8% | $125,175+9.1% | $77,787+75.6% |
| Participation rate | 76.7% | 79.4%-2.7pp | 79.8%-3.1pp | 73.2%+3.5pp |
| Annual return | 20.69% | 24.71%-4.0pp | 43.79%-23.1pp | 32.57%-11.9pp |
| Employer contribution / active EE | $4,100 | $2,413+69.9% | $3,865+6.1% | $2,504+63.7% |
| Participant deferral / active EE | $6,171 | $3,966+55.6% | $4,937+25.0% | $3,967+55.5% |
| Admin fee / account holder | $11 | $89-87.2% | $9,702-99.9% | $100-88.5% |