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.9+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $80,849 |
CHARLES SCHWAB & CO., INC.9+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Direct payment ... | $498 |
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 | $95,839 | $91,372+4.9% | $129,995-26.3% | $74,419+28.8% |
| Participation rate | 97.2% | 77.8%+19.4pp | 78.5%+18.7pp | 70.7%+26.5pp |
| Annual return | 15.49% | 23.21%-7.7pp | -137.18%+152.7pp | 34.38%-18.9pp |
| Employer contribution / active EE | $1,749 | $2,563-31.8% | $4,320-59.5% | $2,637-33.7% |
| Participant deferral / active EE | $5,807 | $4,721+23.0% | $5,820-0.2% | $4,528+28.2% |
| Admin fee / account holder | $173 | $283-39.1% | $10,614-98.4% | $348-50.4% |