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.8+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $133,049 |
CHARLES SCHWAB & CO., INC.7 years Service code 33 · EIN 94-1737782 | Securities brokerage; Direct payment ... | $0 |
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 | $95,879 | $56,467+69.8% | $95,585+0.3% | $102,872-6.8% |
| Participation rate | 33.9% | 62.1%-28.2pp | 72.1%-38.2pp | 73.0%-39.1pp |
| Annual return | 15.25% | 17.94%-2.7pp | 38.56%-23.3pp | 19.06%-3.8pp |
| Employer contribution / active EE | $1,292 | $1,216+6.2% | $2,527-48.9% | $3,526-63.4% |
| Participant deferral / active EE | $2,862 | $3,007-4.8% | $4,023-28.9% | $5,535-48.3% |
| Admin fee / account holder | $94 | $112-16.5% | $6,127-98.5% | $292-67.9% |