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 |
|---|---|---|
Service code 28 · EIN 80-0655250 | Investment Management | $32,400 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $2,005 |
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 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | 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 | $128,065 | $155,795-17.8% | $136,294-6.0% | $69,631+83.9% |
| Participation rate | 91.0% | 75.2%+15.8pp | 81.9%+9.1pp | 70.7%+20.3pp |
| Annual return | 18.25% | 232464.33%-232446.1pp | 5155.94%-5137.7pp | 27571.02%-27552.8pp |
| Employer contribution / active EE | $6,250 | $2,991+109.0% | $4,695+33.1% | $2,032+207.5% |
| Participant deferral / active EE | $8,847 | $5,394+64.0% | $6,247+41.6% | $3,224+174.4% |
| Admin fee / account holder | $85 | $128-33.9% | $9,243-99.1% | $110-23.3% |