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 7-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 |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $5,123 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,887 | $59,159-27.5% | $159,960-73.2% | $66,914-35.9% |
| Participation rate | 54.2% | 68.1%-13.9pp | 78.0%-23.8pp | 69.8%-15.6pp |
| Annual return | -15.46% | -12.26%-3.2pp | 408.60%-424.1pp | 1.58%-17.0pp |
| Employer contribution / active EE | $2,518 | $1,983+27.0% | $4,226-40.4% | $2,544-1.0% |
| Participant deferral / active EE | $5,727 | $4,395+30.3% | $6,182-7.4% | $4,237+35.2% |
| Admin fee / account holder | $29 | $591-95.0% | $8,698-99.7% | $593-95.0% |