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.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $28,684 |
CHARLES SCHWAB & CO., INC.7+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Shareholder ser... | $15 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
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 | $133,740 | $58,290+129.4% | $98,442+35.9% | $86,799+54.1% |
| Participation rate | 96.9% | 68.3%+28.6pp | 73.3%+23.6pp | 72.3%+24.6pp |
| Annual return | 11.58% | 43.48%-31.9pp | 1492.73%-1481.1pp | 97.91%-86.3pp |
| Employer contribution / active EE | $1,634 | $2,008-18.6% | $2,960-44.8% | $2,405-32.1% |
| Participant deferral / active EE | $2,865 | $3,152-9.1% | $4,276-33.0% | $4,131-30.6% |
| Admin fee / account holder | $56 | $138-59.3% | $5,949-99.1% | $170-67.0% |