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.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $37,194 |
CHARLES SCHWAB & CO., INC.5 years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage; ... | $3,491 |
CHARLES SCHWAB & CO., INC.4 years 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,768 | $100,227+42.4% | $169,993-16.0% | $74,419+91.8% |
| Participation rate | 88.9% | 87.3%+1.6pp | 87.0%+1.9pp | 70.7%+18.2pp |
| Annual return | 21.65% | 66.08%-44.4pp | 53.37%-31.7pp | 34.38%-12.7pp |
| Employer contribution / active EE | $6,565 | $4,263+54.0% | $6,785-3.2% | $2,637+148.9% |
| Participant deferral / active EE | $10,813 | $7,143+51.4% | $10,408+3.9% | $4,528+138.8% |
| Admin fee / account holder | $37 | $234-84.2% | $12,815-99.7% | $348-89.3% |