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.7+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $142,533 |
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 | $77,108 | $58,336+32.2% | $97,226-20.7% | $199,593-61.4% |
| Participation rate | 27.5% | 63.8%-36.3pp | 72.7%-45.2pp | 72.0%-44.5pp |
| Annual return | 16.42% | 32.81%-16.4pp | 75.13%-58.7pp | 34.25%-17.8pp |
| Employer contribution / active EE | $942 | $1,416-33.5% | $2,729-65.5% | $3,034-69.0% |
| Participant deferral / active EE | $2,095 | $3,240-35.4% | $4,264-50.9% | $5,087-58.8% |
| Admin fee / account holder | $88 | $114-23.0% | $5,654-98.4% | $269-67.4% |