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.8+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $69,110 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,247 | $71,142-25.2% | $119,609-55.5% | $64,808-17.8% |
| Participation rate | 98.4% | 78.6%+19.8pp | 79.3%+19.1pp | 71.5%+26.9pp |
| Annual return | -16.09% | -10.01%-6.1pp | -14.97%-1.1pp | 32.82%-48.9pp |
| Employer contribution / active EE | $4,533 | $2,497+81.5% | $4,232+7.1% | $2,506+80.9% |
| Participant deferral / active EE | $5,610 | $4,490+24.9% | $5,602+0.1% | $4,310+30.1% |
| Admin fee / account holder | $163 | $162+0.5% | $10,323-98.4% | $188-13.2% |