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.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $62,395 |
CHARLES SCHWAB & CO., INC.8+ years Service code 33 · EIN 94-1737782 | Float revenue; Shareholder servicing ... | $250 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
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 | $304,562 | $82,202+270.5% | $125,339+143.0% | $64,808+369.9% |
| Participation rate | 97.0% | 77.9%+19.2pp | 82.4%+14.7pp | 71.5%+25.6pp |
| Annual return | -8.49% | 3.48%-12.0pp | 572.05%-580.5pp | 32.82%-41.3pp |
| Employer contribution / active EE | $10,375 | $3,615+187.0% | $4,814+115.5% | $2,506+314.0% |
| Participant deferral / active EE | $11,189 | $7,175+55.9% | $7,446+50.3% | $4,310+159.6% |
| Admin fee / account holder | $111 | $163-32.2% | $10,010-98.9% | $188-41.1% |