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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.7 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $21,413 |
BANCFIRST1 year Service code 10 · EIN 73-1221379 | Accounting | $12,035 |
Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $94 |
Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL 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 | $82,674 | $122,693-32.6% | $184,203-55.1% | $199,593-58.6% |
| Participation rate | 80.6% | 86.8%-6.2pp | 86.8%-6.2pp | 72.0%+8.7pp |
| Annual return | 18.12% | 143.91%-125.8pp | 28.81%-10.7pp | 34.25%-16.1pp |
| Employer contribution / active EE | $3,340 | $4,584-27.1% | $6,427-48.0% | $3,034+10.1% |
| Participant deferral / active EE | $0 | $7,990-100.0% | $9,131-100.0% | $5,087-100.0% |
| Admin fee / account holder | $17 | $121-85.6% | $13,901-99.9% | $269-93.5% |