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.8+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $81,705 |
CHARLES SCHWAB & CO., INC.8+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $929 |
CHARLES SCHWAB & CO., INC.8+ years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA 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 | $89,294 | $71,142+25.5% | $119,609-25.3% | $64,808+37.8% |
| Participation rate | 96.8% | 78.6%+18.2pp | 79.3%+17.5pp | 71.5%+25.3pp |
| Annual return | -11.00% | -10.01%-1.0pp | -14.97%+4.0pp | 32.82%-43.8pp |
| Employer contribution / active EE | $1,278 | $2,497-48.8% | $4,232-69.8% | $2,506-49.0% |
| Participant deferral / active EE | $5,576 | $4,490+24.2% | $5,602-0.5% | $4,310+29.4% |
| Admin fee / account holder | $189 | $162+16.8% | $10,323-98.2% | $188+0.9% |