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 SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $40,874 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $246,882 | $91,407+170.1% | $135,903+81.7% | $71,457+245.5% |
| Participation rate | 91.2% | 75.7%+15.5pp | 81.9%+9.2pp | 67.9%+23.2pp |
| Annual return | 15.94% | 29.90%-14.0pp | 68.23%-52.3pp | 28.85%-12.9pp |
| Employer contribution / active EE | $9,699 | $3,703+161.9% | $4,856+99.7% | $2,588+274.8% |
| Participant deferral / active EE | $0 | $7,092-100.0% | $7,758-100.0% | $4,289-100.0% |
| Admin fee / account holder | $288 | $1,266-77.3% | $10,762-97.3% | $1,587-81.9% |