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 | $950 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $24 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO. AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $114,949 | $45,324+153.6% | $122,332-6.0% | $69,631+65.1% |
| Participation rate | 52.1% | 59.9%-7.8pp | 71.6%-19.5pp | 70.7%-18.5pp |
| Annual return | 16.11% | 25.35%-9.2pp | 30.27%-14.2pp | 27571.02%-27554.9pp |
| Employer contribution / active EE | $282 | $1,230-77.1% | $4,050-93.0% | $2,032-86.1% |
| Participant deferral / active EE | $3,639 | $2,367+53.7% | $3,287+10.7% | $3,224+12.9% |
| Admin fee / account holder | $5 | $87-94.1% | $5,478-99.9% | $110-95.4% |