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.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $22,191 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Float r... | $3,350 |
Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $132,755 | $111,608+18.9% | $177,821-25.3% | $73,409+80.8% |
| Participation rate | 88.6% | 87.9%+0.7pp | 87.7%+0.8pp | 72.2%+16.4pp |
| Annual return | 25.65% | 18.23%+7.4pp | 48.32%-22.7pp | 59.29%-33.6pp |
| Employer contribution / active EE | $7,340 | $3,796+93.4% | $5,918+24.0% | $2,234+228.6% |
| Participant deferral / active EE | $7,932 | $6,199+28.0% | $7,714+2.8% | $3,805+108.4% |
| Admin fee / account holder | $23 | $166-86.0% | $12,427-99.8% | $158-85.3% |