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.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $8,186 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $28,724 | $89,436-67.9% | $164,813-82.6% | $77,643-63.0% |
| Participation rate | 88.4% | 78.6%+9.8pp | 78.6%+9.8pp | 70.6%+17.8pp |
| Annual return | 15.36% | 28.83%-13.5pp | 69.93%-54.6pp | 31.24%-15.9pp |
| Employer contribution / active EE | $0 | $2,569-100.0% | $4,341-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $4,722 | $4,897-3.6% | $6,031-21.7% | $4,647+1.6% |
| Admin fee / account holder | $14 | $339-95.8% | $12,690-99.9% | $430-96.7% |