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: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $8,750 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $5,267 |
CHARLES SCHWAB & CO., INC.8+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Direct pa... | $24 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $0 |
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 | $264,093 | $102,553+157.5% | $151,611+74.2% | $66,914+294.7% |
| Participation rate | 97.8% | 85.5%+12.3pp | 87.5%+10.3pp | 69.8%+28.0pp |
| Annual return | -23.35% | -10.82%-12.5pp | 3.33%-26.7pp | 1.58%-24.9pp |
| Employer contribution / active EE | $7,414 | $4,180+77.4% | $6,166+20.2% | $2,544+191.4% |
| Participant deferral / active EE | $10,431 | $6,641+57.1% | $8,363+24.7% | $4,237+146.2% |
| Admin fee / account holder | $88 | $630-86.0% | $11,616-99.2% | $593-85.1% |