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 8-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.3+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $97,041 |
CHARLES SCHWAB & CO., INC.2 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,941 | $48,406+15.6% | $104,607-46.5% | $90,288-38.0% |
| Participation rate | 28.0% | 64.3%-36.3pp | 74.1%-46.1pp | 73.4%-45.4pp |
| Annual return | 19.47% | 18.72%+0.8pp | 340.46%-321.0pp | 53.97%-34.5pp |
| Employer contribution / active EE | $264 | $1,115-76.4% | $2,681-90.2% | $2,524-89.6% |
| Participant deferral / active EE | $1,438 | $2,436-41.0% | $3,740-61.5% | $4,232-66.0% |
| Admin fee / account holder | $55 | $76-27.4% | $6,473-99.1% | $114-51.7% |