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.7+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $69,351 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO INC. AND AFFILI Service code 59 | Shareholder Servicing | $0 |
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 | $185,034 | $30,555+505.6% | $80,716+129.2% | $86,799+113.2% |
| Participation rate | 95.3% | 37.2%+58.1pp | 54.2%+41.1pp | 72.3%+23.0pp |
| Annual return | 10.95% | 30.35%-19.4pp | 87.28%-76.3pp | 97.91%-87.0pp |
| Employer contribution / active EE | $0 | $472-100.0% | $1,160-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $5,711 | $1,050+444.0% | $2,146+166.2% | $4,131+38.2% |
| Admin fee / account holder | $130 | $135-4.3% | $3,380-96.2% | $170-23.6% |