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 8-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 | $27,349 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,685 | $58,923+13.2% | $97,167-31.4% | $74,546-10.5% |
| Participation rate | 95.4% | 63.6%+31.8pp | 72.7%+22.7pp | 67.2%+28.2pp |
| Annual return | 14.43% | 16.04%-1.6pp | 75.27%-60.8pp | 1366.03%-1351.6pp |
| Employer contribution / active EE | $1,794 | $1,894-5.3% | $2,729-34.3% | $2,624-31.6% |
| Participant deferral / active EE | $6,945 | $3,664+89.5% | $4,264+62.9% | $4,347+59.7% |
| Admin fee / account holder | $86 | $1,974-95.6% | $5,650-98.5% | $1,944-95.6% |