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, IN Service code 15 · EIN 34-1479833 | Recordkeeping | $38,440 |
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage; ... | $11,064 |
Service code 26 · EIN 46-1173026 | Advisory (Participants) | $5,483 |
Service code 26 · EIN 77-0608548 | Advisory (Participants) | $5,073 |
Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $4 |
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 | $132,400 | $80,211+65.1% | $74,183+78.5% | $63,975+107.0% |
| Participation rate | 99.5% | 84.2%+15.3pp | 76.6%+22.9pp | 71.1%+28.4pp |
| Annual return | 6.94% | 14.13%-7.2pp | 17.74%-10.8pp | 48.65%-41.7pp |
| Employer contribution / active EE | $3,793 | $2,553+48.5% | $2,370+60.0% | $2,182+73.8% |
| Participant deferral / active EE | $5,261 | $4,370+20.4% | $3,550+48.2% | $3,356+56.7% |
| Admin fee / account holder | $34 | $67-49.7% | $5,586-99.4% | $70-52.0% |