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 |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $2,952 |
CHARLES SCHWAB & CO., INC.8 years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $2,482 |
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 | $369,918 | $125,758+194.1% | $169,993+117.6% | $75,163+392.2% |
| Participation rate | 93.3% | 83.6%+9.7pp | 87.0%+6.3pp | 67.2%+26.1pp |
| Annual return | 17.52% | 27.20%-9.7pp | 53.37%-35.9pp | 160.62%-143.1pp |
| Employer contribution / active EE | $6,490 | $4,615+40.6% | $6,785-4.4% | $2,670+143.1% |
| Participant deferral / active EE | $14,619 | $6,837+113.8% | $10,408+40.5% | $4,125+254.4% |
| Admin fee / account holder | $26 | $8,173-99.7% | $12,815-99.8% | $5,651-99.5% |