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.4+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $97,655 |
CHARLES SCHWAB & CO., INC.4+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $765 |
Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,651 | $52,670+275.3% | $90,404+118.6% | $73,409+169.2% |
| Participation rate | 98.9% | 67.7%+31.3pp | 72.7%+26.2pp | 72.2%+26.7pp |
| Annual return | 13.59% | 20.70%-7.1pp | 1293.02%-1279.4pp | 59.29%-45.7pp |
| Employer contribution / active EE | $6,490 | $1,872+246.7% | $3,262+99.0% | $2,234+190.5% |
| Participant deferral / active EE | $10,315 | $2,807+267.5% | $3,963+160.3% | $3,805+171.1% |
| Admin fee / account holder | $88 | $117-24.7% | $5,611-98.4% | $158-44.3% |