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 |
|---|---|---|
Service code 15 · EIN 26-0023299 | Recordkeeping | $20,451 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 59 | Shareholder Servicing | $8,182 |
CHARLES SCHWAB & CO., INC.10+ 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 | $90,434 | $88,890+1.7% | $102,423-11.7% | $77,643+16.5% |
| Participation rate | 70.6% | 80.9%-10.3pp | 76.5%-5.9pp | 70.6%0pp |
| Annual return | 12.56% | 24.98%-12.4pp | 29.32%-16.8pp | 31.24%-18.7pp |
| Employer contribution / active EE | $1,305 | $2,698-51.6% | $3,023-56.8% | $2,726-52.1% |
| Participant deferral / active EE | $3,831 | $5,145-25.5% | $5,053-24.2% | $4,647-17.6% |
| Admin fee / account holder | $73 | $235-69.2% | $9,451-99.2% | $430-83.2% |