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.6+ years Filed as: CHARLES SCHWAB & CO INC AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.5 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 59 · EIN 34-1479833 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,938 | $82,093+57.1% | $379,746-66.0% | $73,409+75.6% |
| Participation rate | 93.4% | 76.8%+16.6pp | 78.4%+14.9pp | 72.2%+21.2pp |
| Annual return | 15.62% | 18.89%-3.3pp | 34.90%-19.3pp | 59.29%-43.7pp |
| Employer contribution / active EE | $0 | $2,847-100.0% | $3,540-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $10,803 | $4,697+130.0% | $6,024+79.3% | $3,805+183.9% |
| Admin fee / account holder | $0 | $128-100.0% | $7,927-100.0% | $158-100.0% |