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 9-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 | $102,645 |
CHARLES SCHWAB & CO., INC.7+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $32 |
CHARLES SCHWAB & CO., INC.7+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES 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 | $117,628 | $130,655-10.0% | $93,789+25.4% | $64,808+81.5% |
| Participation rate | 98.7% | 84.9%+13.8pp | 81.0%+17.7pp | 71.5%+27.2pp |
| Annual return | -7.95% | -14.04%+6.1pp | -11.33%+3.4pp | 32.82%-40.8pp |
| Employer contribution / active EE | $3,773 | $5,594-32.6% | $4,323-12.7% | $2,506+50.6% |
| Participant deferral / active EE | $6,322 | $8,067-21.6% | $6,094+3.7% | $4,310+46.7% |
| Admin fee / account holder | $237 | $140+69.1% | $7,195-96.7% | $188+26.2% |