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.9+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $54,006 |
CHARLES SCHWAB & CO., INC.9+ years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage; ... | $152 |
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 | $151,983 | $26,114+482.0% | $58,482+159.9% | $74,419+104.2% |
| Participation rate | 95.8% | 32.1%+63.7pp | 50.9%+44.9pp | 70.7%+25.1pp |
| Annual return | 16.65% | 32.51%-15.9pp | 4239.32%-4222.7pp | 34.38%-17.7pp |
| Employer contribution / active EE | $6,151 | $536+1048.6% | $1,053+484.0% | $2,637+133.2% |
| Participant deferral / active EE | $9,302 | $1,075+765.6% | $1,924+383.5% | $4,528+105.4% |
| Admin fee / account holder | $85 | $649-86.9% | $2,516-96.6% | $348-75.6% |