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 |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 | Recordkeeping | $28,787 |
CHARLES SCHWAB & CO., INC.9+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $239 |
CHARLES SCHWAB & CO., INC.2 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 | $295,270 | $99,078+198.0% | $96,544+205.8% | $74,419+296.8% |
| Participation rate | 81.3% | 80.7%+0.6pp | 76.0%+5.4pp | 70.7%+10.6pp |
| Annual return | 27.58% | 22.48%+5.1pp | 25.84%+1.7pp | 34.38%-6.8pp |
| Employer contribution / active EE | $4,070 | $2,570+58.4% | $2,965+37.3% | $2,637+54.3% |
| Participant deferral / active EE | $5,377 | $4,933+9.0% | $4,851+10.8% | $4,528+18.7% |
| Admin fee / account holder | $136 | $225-39.6% | $8,252-98.4% | $348-61.0% |