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.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $28,924 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INC Service code 28 · EIN 36-3297908 | Investment Management | $13,660 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Float revenue; Direct payment from th... | $1,153 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
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 | $114,555 | $91,407+25.3% | $135,903-15.7% | $71,457+60.3% |
| Participation rate | 95.8% | 75.7%+20.1pp | 81.9%+13.9pp | 67.9%+27.9pp |
| Annual return | 13.98% | 29.90%-15.9pp | 68.23%-54.3pp | 28.85%-14.9pp |
| Employer contribution / active EE | $3,178 | $3,703-14.2% | $4,856-34.6% | $2,588+22.8% |
| Participant deferral / active EE | $9,024 | $7,092+27.2% | $7,758+16.3% | $4,289+110.4% |
| Admin fee / account holder | $253 | $1,266-80.0% | $10,762-97.6% | $1,587-84.0% |