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 5-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.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $18,593 |
Service code 28 · EIN 34-1753575 | Investment Management | $15,000 |
Service code 26 · EIN 85-3948595 | Advisory (Participants) | $7,555 |
Service code 26 · EIN 27-0877649 | Advisory (Participants) | $6,885 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Float revenue; Shareholder servicing ... | $208 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,142 | $73,360+155.1% | $177,989+5.1% | $74,495+151.2% |
| Participation rate | 96.6% | 66.6%+29.9pp | 77.1%+19.5pp | 67.2%+29.4pp |
| Annual return | 12.17% | 17.49%-5.3pp | 294.48%-282.3pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $3,458 | $2,216+56.0% | $3,949-12.4% | $2,623+31.8% |
| Participant deferral / active EE | $11,185 | $4,513+147.8% | $6,276+78.2% | $4,346+157.4% |
| Admin fee / account holder | $304 | $1,808-83.2% | $10,363-97.1% | $1,942-84.3% |