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 | $80,869 |
Service code 28 · EIN 36-4001764 | Investment Management | $28,684 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,986 | $55,125+19.7% | $109,895-40.0% | $86,799-24.0% |
| Participation rate | 94.1% | 70.1%+24.0pp | 74.2%+19.9pp | 72.3%+21.8pp |
| Annual return | 12.82% | 26.20%-13.4pp | 29.45%-16.6pp | 97.91%-85.1pp |
| Employer contribution / active EE | $2,282 | $1,558+46.5% | $2,842-19.7% | $2,405-5.1% |
| Participant deferral / active EE | $3,463 | $3,337+3.8% | $4,048-14.4% | $4,131-16.2% |
| Admin fee / account holder | $177 | $141+25.3% | $6,066-97.1% | $170+4.2% |