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 6-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 | $75,679 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,858 | $92,055-50.2% | $106,213-56.8% | $77,643-40.9% |
| Participation rate | 72.2% | 81.0%-8.8pp | 75.3%-3.1pp | 70.6%+1.6pp |
| Annual return | 13.27% | 17.91%-4.6pp | 116.14%-102.9pp | 31.24%-18.0pp |
| Employer contribution / active EE | $1,472 | $3,367-56.3% | $3,171-53.6% | $2,726-46.0% |
| Participant deferral / active EE | $2,831 | $5,386-47.4% | $5,016-43.6% | $4,647-39.1% |
| Admin fee / account holder | $99 | $219-54.9% | $11,033-99.1% | $430-77.0% |