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.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $43,817 |
WELCH & FORBES LLC9+ years Service code 26 · EIN 04-3573806 | Advisory (Participants) | $27,892 |
BIRCH HILL INVESTMENT ADVISORS9+ years Service code 26 · EIN 20-8723327 | Advisory (Participants) | $9,834 |
CHARLES SCHWAB & CO., INC.9+ years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage; ... | $192 |
Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $383,433 | $91,407+319.5% | $135,903+182.1% | $71,457+436.6% |
| Participation rate | 97.4% | 75.7%+21.7pp | 81.9%+15.5pp | 67.9%+29.5pp |
| Annual return | 16.55% | 29.90%-13.3pp | 68.23%-51.7pp | 28.85%-12.3pp |
| Employer contribution / active EE | $967 | $3,703-73.9% | $4,856-80.1% | $2,588-62.6% |
| Participant deferral / active EE | $15,694 | $7,092+121.3% | $7,758+102.3% | $4,289+265.9% |
| Admin fee / account holder | $268 | $1,266-78.8% | $10,762-97.5% | $1,587-83.1% |