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.7+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $167,671 |
BDO USA, LLP4 years Service code 10 · EIN 13-5381590 | Accounting | $42,862 |
CHARLES SCHWAB & CO., INC.7+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $126 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,085 | $104,317+27.6% | $159,436-16.5% | $86,799+53.3% |
| Participation rate | 93.1% | 77.7%+15.4pp | 82.8%+10.3pp | 72.3%+20.9pp |
| Annual return | 15.99% | 26.32%-10.3pp | 263.57%-247.6pp | 97.91%-81.9pp |
| Employer contribution / active EE | $2,737 | $3,451-20.7% | $4,829-43.3% | $2,405+13.8% |
| Participant deferral / active EE | $10,342 | $6,837+51.3% | $7,352+40.7% | $4,131+150.3% |
| Admin fee / account holder | $135 | $172-21.4% | $10,799-98.7% | $170-20.1% |