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.7 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $86,628 |
CHARLES SCHWAB & CO., INC.9+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $589 |
CHARLES SCHWAB & CO., INC.2 years 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 | $129,960 | $155,364-16.4% | $103,476+25.6% | $77,643+67.4% |
| Participation rate | 97.9% | 85.5%+12.4pp | 80.5%+17.4pp | 70.6%+27.3pp |
| Annual return | 10.85% | 19.02%-8.2pp | 23.90%-13.1pp | 31.24%-20.4pp |
| Employer contribution / active EE | $4,006 | $5,949-32.7% | $4,672-14.3% | $2,726+47.0% |
| Participant deferral / active EE | $7,765 | $8,482-8.5% | $6,623+17.2% | $4,647+67.1% |
| Admin fee / account holder | $244 | $503-51.4% | $9,413-97.4% | $430-43.3% |