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 | $70,010 |
Filed as: CBIZ INVESTMENT ADVISORY SERVI Service code 28 · EIN 81-3968784 | Investment Management | $38,203 |
Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,892 | $185,342-65.0% | $111,297-41.7% | $86,799-25.2% |
| Participation rate | 98.6% | 81.0%+17.6pp | 77.3%+21.3pp | 72.3%+26.3pp |
| Annual return | 13.04% | 500.80%-487.8pp | 54.65%-41.6pp | 97.91%-84.9pp |
| Employer contribution / active EE | $2,519 | $2,246+12.1% | $2,731-7.8% | $2,405+4.7% |
| Participant deferral / active EE | $4,462 | $4,458+0.1% | $4,487-0.6% | $4,131+8.0% |
| Admin fee / account holder | $142 | $255-44.3% | $7,964-98.2% | $170-16.1% |