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 9-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 | $9,289 |
Filed as: CHARLES SCHWAB & CO INC Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.4 years Service code 59 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,527 | $42,353+42.9% | $79,550-23.9% | $64,808-6.6% |
| Participation rate | 96.8% | 64.8%+32.1pp | 69.5%+27.3pp | 71.5%+25.4pp |
| Annual return | -14.61% | -12.24%-2.4pp | 0.16%-14.8pp | 32.82%-47.4pp |
| Employer contribution / active EE | $1,900 | $1,181+60.9% | $2,413-21.3% | $2,506-24.2% |
| Participant deferral / active EE | $5,868 | $3,170+85.1% | $3,985+47.3% | $4,310+36.1% |
| Admin fee / account holder | $9 | $160-94.3% | $6,832-99.9% | $188-95.2% |