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.5+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $120,811 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,554 | $45,959+10.0% | $91,220-44.6% | $77,904-35.1% |
| Participation rate | 29.7% | 66.3%-36.6pp | 73.2%-43.5pp | 73.7%-44.0pp |
| Annual return | -17.75% | -5.32%-12.4pp | 114.01%-131.8pp | 12.21%-30.0pp |
| Employer contribution / active EE | $783 | $1,451-46.0% | $2,850-72.5% | $2,848-72.5% |
| Participant deferral / active EE | $1,747 | $3,283-46.8% | $4,234-58.7% | $4,806-63.6% |
| Admin fee / account holder | $67 | $99-32.4% | $5,420-98.8% | $133-49.7% |