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: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $48,791 |
CHARLES SCHWAB & CO., INC.4 years Service code 33 · EIN 94-1737782 | Securities brokerage; Float revenue; ... | $278 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $459,963 | $84,487+444.4% | $125,339+267.0% | $66,914+587.4% |
| Participation rate | 88.9% | 76.4%+12.5pp | 82.4%+6.5pp | 69.8%+19.1pp |
| Annual return | -19.44% | -8.39%-11.0pp | 572.05%-591.5pp | 1.58%-21.0pp |
| Employer contribution / active EE | $13,628 | $3,553+283.6% | $4,814+183.1% | $2,544+435.6% |
| Participant deferral / active EE | $14,200 | $6,781+109.4% | $7,446+90.7% | $4,237+235.1% |
| Admin fee / account holder | $238 | $685-65.3% | $10,010-97.6% | $593-59.9% |