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 | $74,889 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $3,465 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA 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 | $101,565 | $50,498+101.1% | $75,781+34.0% | $55,191+84.0% |
| Participation rate | 88.4% | 69.4%+18.9pp | 75.8%+12.5pp | 69.2%+19.2pp |
| Annual return | 3.20% | 1.80%+1.4pp | 9.68%-6.5pp | 10.78%-7.6pp |
| Employer contribution / active EE | $3,932 | $2,291+71.7% | $3,323+18.3% | $1,899+107.1% |
| Participant deferral / active EE | $7,854 | $2,589+203.3% | $3,651+115.1% | $3,046+157.8% |
| Admin fee / account holder | $136 | $123+10.5% | $5,299-97.4% | $91+49.8% |