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.1+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $19,015 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $11,991 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,602 | $54,281+171.9% | $60,547+143.8% | $59,188+149.4% |
| Participation rate | 88.4% | 66.8%+21.6pp | 68.0%+20.5pp | 69.4%+19.0pp |
| Annual return | 0.62% | 1.74%-1.1pp | 335.64%-335.0pp | 5.51%-4.9pp |
| Employer contribution / active EE | $8,713 | $2,031+328.9% | $2,419+260.1% | $2,098+315.3% |
| Participant deferral / active EE | $10,160 | $2,789+264.3% | $3,328+205.3% | $3,265+211.2% |
| Admin fee / account holder | $11 | $64-83.6% | $4,536-99.8% | $92-88.6% |