Filed January 4, 2021 (most recent of 11 filings on file)
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 | $22,364 |
CHARLES SCHWAB & CO., INC.2 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,968 | $100,227-41.2% | $169,993-65.3% | $74,419-20.8% |
| Participation rate | 98.1% | 87.3%+10.8pp | 87.0%+11.1pp | 70.7%+27.4pp |
| Annual return | 18.30% | 66.08%-47.8pp | 53.37%-35.1pp | 34.38%-16.1pp |
| Employer contribution / active EE | $3,853 | $4,263-9.6% | $6,785-43.2% | $2,637+46.1% |
| Participant deferral / active EE | $5,317 | $7,143-25.6% | $10,408-48.9% | $4,528+17.4% |
| Admin fee / account holder | $32 | $234-86.5% | $12,815-99.8% | $348-90.9% |