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.8+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $98,231 |
Service code 26 · EIN 20-1192795 | Advisory (Participants) | $29,883 |
CHARLES SCHWAB & CO., INC.8+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Float rev... | $2,370 |
Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
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 | $251,153 | $65,908+281.1% | $81,812+207.0% | $77,643+223.5% |
| Participation rate | 96.8% | 65.8%+31.0pp | 72.3%+24.5pp | 70.6%+26.3pp |
| Annual return | 14.62% | 26.64%-12.0pp | 773.79%-759.2pp | 31.24%-16.6pp |
| Employer contribution / active EE | $5,623 | $2,370+137.2% | $2,912+93.1% | $2,726+106.3% |
| Participant deferral / active EE | $12,482 | $3,505+256.1% | $4,319+189.0% | $4,647+168.6% |
| Admin fee / account holder | $92 | $526-82.6% | $7,386-98.8% | $430-78.7% |