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.8 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $80,958 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $353 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,585 | $55,415+148.3% | $155,509-11.5% | $74,495+84.7% |
| Participation rate | 98.2% | 61.9%+36.3pp | 78.2%+20.0pp | 67.2%+31.0pp |
| Annual return | 10.04% | 268.50%-258.5pp | 64.67%-54.6pp | 1364.94%-1354.9pp |
| Employer contribution / active EE | $2,974 | $2,267+31.2% | $4,672-36.3% | $2,623+13.4% |
| Participant deferral / active EE | $5,616 | $2,836+98.0% | $5,626-0.2% | $4,346+29.2% |
| Admin fee / account holder | $320 | $1,738-81.6% | $15,912-98.0% | $1,942-83.5% |