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.11+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $110,700 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $360,654 | $74,661+383.1% | $160,784+124.3% | $67,986+430.5% |
| Participation rate | 95.9% | 57.1%+38.8pp | 77.0%+19.0pp | 57.2%+38.7pp |
| Annual return | -12.11% | 28.83%-40.9pp | 1803.92%-1816.0pp | 31.67%-43.8pp |
| Employer contribution / active EE | $7,501 | $1,829+310.1% | $3,733+101.0% | $2,019+271.6% |
| Participant deferral / active EE | $18,392 | $3,681+399.7% | $6,293+192.3% | $3,358+447.7% |
| Admin fee / account holder | $543 | $3,959-86.3% | $9,717-94.4% | $3,203-83.1% |