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.10+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $65,741 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $101 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,690 | $29,548+494.6% | $56,411+211.4% | $77,643+126.3% |
| Participation rate | 97.2% | 32.7%+64.5pp | 52.5%+44.7pp | 70.6%+26.6pp |
| Annual return | 13.00% | 19.01%-6.0pp | 1701.33%-1688.3pp | 31.24%-18.2pp |
| Employer contribution / active EE | $7,310 | $568+1187.9% | $1,039+603.8% | $2,726+168.2% |
| Participant deferral / active EE | $9,948 | $1,061+837.8% | $1,952+409.7% | $4,647+114.1% |
| Admin fee / account holder | $103 | $1,046-90.2% | $2,829-96.4% | $430-76.2% |