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 10-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 | $6,300 |
CHARLES SCHWAB & CO., INC.8 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.8 years Service code 33 · EIN 94-1737782 | Float revenue; Direct payment from th... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $689,475 | $106,028+550.3% | $146,958+369.2% | $77,643+788.0% |
| Participation rate | 46.4% | 78.4%-32.0pp | 82.2%-35.8pp | 70.6%-24.2pp |
| Annual return | 9.77% | 56.73%-47.0pp | 418.34%-408.6pp | 31.24%-21.5pp |
| Employer contribution / active EE | $10,062 | $4,063+147.6% | $4,933+104.0% | $2,726+269.1% |
| Participant deferral / active EE | $0 | $7,990-100.0% | $8,070-100.0% | $4,647-100.0% |
| Admin fee / account holder | $15 | $337-95.4% | $12,998-99.9% | $430-96.4% |