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.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $221,243 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Direct pa... | $297 |
CHARLES SCHWAB & CO., INC.1+ 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 | $82,943 | $48,277+71.8% | $63,517+30.6% | $55,191+50.3% |
| Participation rate | 98.7% | 69.4%+29.3pp | 71.0%+27.7pp | 69.2%+29.6pp |
| Annual return | 0.58% | 2.37%-1.8pp | -70.30%+70.9pp | 10.78%-10.2pp |
| Employer contribution / active EE | $5,211 | $1,592+227.4% | $2,322+124.4% | $1,899+174.5% |
| Participant deferral / active EE | $5,912 | $2,432+143.0% | $2,953+100.2% | $3,046+94.1% |
| Admin fee / account holder | $216 | $86+150.7% | $5,892-96.3% | $91+137.5% |