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.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $16,641 |
CHARLES SCHWAB & CO., INC.8+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Shareho... | $604 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO. INC. & 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 | $334,922 | $82,202+307.4% | $125,339+167.2% | $64,808+416.8% |
| Participation rate | 98.5% | 77.9%+20.7pp | 82.4%+16.2pp | 71.5%+27.1pp |
| Annual return | -16.32% | 3.48%-19.8pp | 572.05%-588.4pp | 32.82%-49.1pp |
| Employer contribution / active EE | $10,501 | $3,615+190.4% | $4,814+118.1% | $2,506+319.0% |
| Participant deferral / active EE | $9,932 | $7,175+38.4% | $7,446+33.4% | $4,310+130.4% |
| Admin fee / account holder | $45 | $163-72.7% | $10,010-99.6% | $188-76.2% |