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.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $101,757 |
CHARLES SCHWAB & CO., INC.8+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $608 |
Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,702 | $331,159-64.2% | $112,887+5.2% | $74,419+59.5% |
| Participation rate | 98.2% | 81.4%+16.8pp | 80.5%+17.7pp | 70.7%+27.5pp |
| Annual return | 12.81% | 21.62%-8.8pp | 34.10%-21.3pp | 34.38%-21.6pp |
| Employer contribution / active EE | $4,080 | $5,469-25.4% | $4,563-10.6% | $2,637+54.7% |
| Participant deferral / active EE | $6,994 | $8,097-13.6% | $6,513+7.4% | $4,528+54.5% |
| Admin fee / account holder | $221 | $281-21.2% | $7,047-96.9% | $348-36.4% |