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.6+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $71,281 |
CHARLES SCHWAB & CO., INC.6+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Shareho... | $607 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA 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 | $120,469 | $78,419+53.6% | $133,956-10.1% | $73,409+64.1% |
| Participation rate | 96.7% | 78.6%+18.1pp | 79.8%+16.9pp | 72.2%+24.5pp |
| Annual return | 11.62% | 33.35%-21.7pp | 45.09%-33.5pp | 59.29%-47.7pp |
| Employer contribution / active EE | $780 | $2,044-61.9% | $3,919-80.1% | $2,234-65.1% |
| Participant deferral / active EE | $5,107 | $3,925+30.1% | $5,048+1.2% | $3,805+34.2% |
| Admin fee / account holder | $192 | $161+19.0% | $8,927-97.8% | $158+21.6% |