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.8+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $21,419 |
Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.5 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,059 | $53,165+26.1% | $86,188-22.2% | $74,419-9.9% |
| Participation rate | 95.8% | 64.9%+31.0pp | 69.0%+26.9pp | 70.7%+25.1pp |
| Annual return | 15.85% | 22.64%-6.8pp | 1168.45%-1152.6pp | 34.38%-18.5pp |
| Employer contribution / active EE | $1,970 | $1,210+62.9% | $2,380-17.2% | $2,637-25.3% |
| Participant deferral / active EE | $6,121 | $3,234+89.2% | $3,985+53.6% | $4,528+35.2% |
| Admin fee / account holder | $20 | $551-96.3% | $6,852-99.7% | $348-94.2% |