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.3 years Filed as: SCHWAB RETIREMENT PLAN SERVCES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $10,454 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,000 | $72,254+59.2% | $86,677+32.7% | $64,808+77.4% |
| Participation rate | 71.6% | 80.4%-8.8pp | 76.6%-5.0pp | 71.5%+0.1pp |
| Annual return | -16.26% | 392.42%-408.7pp | 35.91%-52.2pp | 32.82%-49.1pp |
| Employer contribution / active EE | $1,468 | $2,393-38.7% | $2,836-48.2% | $2,506-41.4% |
| Participant deferral / active EE | $5,292 | $4,658+13.6% | $4,656+13.7% | $4,310+22.8% |
| Admin fee / account holder | $32 | $174-81.4% | $7,493-99.6% | $188-82.8% |