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.3+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $89,422 |
Filed as: RAYMOND JAMES Service code 28 · EIN 59-2937883 | Investment Management | $40,000 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO INC. Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $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 | $71,331 | $48,064+48.4% | $78,778-9.5% | $69,631+2.4% |
| Participation rate | 84.6% | 61.6%+23.1pp | 69.2%+15.5pp | 70.7%+14.0pp |
| Annual return | 17.17% | 21.81%-4.6pp | 35.62%-18.4pp | 27571.02%-27553.8pp |
| Employer contribution / active EE | $3,349 | $744+350.5% | $1,986+68.7% | $2,032+64.8% |
| Participant deferral / active EE | $5,278 | $2,079+153.8% | $2,958+78.4% | $3,224+63.7% |
| Admin fee / account holder | $103 | $152-32.0% | $5,134-98.0% | $110-6.4% |