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 | $19,112 |
Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $10,724 |
SEE ATTACHED1 year Filed as: SEE ATTACHMENT 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 | $105,658 | $88,515+19.4% | $162,163-34.8% | $67,579+56.3% |
| Participation rate | 81.0% | 86.8%-5.8pp | 87.6%-6.6pp | 71.3%+9.7pp |
| Annual return | 225.43% | 27.04%+198.4pp | 115.59%+109.8pp | 378.56%-153.1pp |
| Employer contribution / active EE | $7,490 | $3,563+110.2% | $5,614+33.4% | $2,148+248.8% |
| Participant deferral / active EE | $6,388 | $5,724+11.6% | $7,298-12.5% | $3,539+80.5% |
| Admin fee / account holder | $37 | $124-70.0% | $10,843-99.7% | $142-74.0% |