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.3+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $168,791 |
SUMMIT GLOBAL INVESTMENTS LLC2+ years Service code 26 · EIN 27-3616371 | Advisory (Participants) | $7,841 |
Service code 26 · EIN 38-2340348 | Advisory (Participants) | $5,473 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $1,836 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $6 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,980 | $96,458-23.3% | $136,294-45.7% | $77,958-5.1% |
| Participation rate | 95.0% | 75.4%+19.7pp | 81.9%+13.1pp | 71.6%+23.4pp |
| Annual return | 22.42% | 23.78%-1.4pp | 5155.94%-5133.5pp | 20.87%+1.6pp |
| Employer contribution / active EE | $2,017 | $3,144-35.8% | $4,695-57.0% | $2,310-12.7% |
| Participant deferral / active EE | $5,099 | $5,902-13.6% | $6,247-18.4% | $3,537+44.2% |
| Admin fee / account holder | $32 | $80-60.3% | $9,243-99.7% | $97-67.2% |