See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $56,601 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $6,392 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $30 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL 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 | $53,420 | $58,758-9.1% | $70,014-23.7% | $63,975-16.5% |
| Participation rate | 93.8% | 77.5%+16.3pp | 71.8%+21.9pp | 71.1%+22.6pp |
| Annual return | 8.89% | 18.05%-9.2pp | 12.99%-4.1pp | 48.65%-39.8pp |
| Employer contribution / active EE | $2,143 | $1,973+8.6% | $2,338-8.4% | $2,182-1.8% |
| Participant deferral / active EE | $2,895 | $2,912-0.6% | $2,931-1.2% | $3,356-13.7% |
| Admin fee / account holder | $14 | $71-79.8% | $4,380-99.7% | $70-79.7% |