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.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $1,000 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB & CO INC AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.4 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,663 | $75,419+26.8% | $392,568-75.6% | $67,579+41.6% |
| Participation rate | 96.3% | 74.8%+21.5pp | 78.1%+18.2pp | 71.3%+25.0pp |
| Annual return | 22.24% | 36.70%-14.5pp | 24.42%-2.2pp | 378.56%-356.3pp |
| Employer contribution / active EE | $2,785 | $2,636+5.7% | $3,783-26.4% | $2,148+29.7% |
| Participant deferral / active EE | $9,235 | $4,347+112.4% | $5,985+54.3% | $3,539+160.9% |
| Admin fee / account holder | $2 | $114-98.6% | $6,260-100.0% | $142-98.9% |