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.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $21,993 |
CHARLES SCHWAB & CO., INC.8+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Direct pa... | $36 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,154 | $47,722+143.4% | $82,719+40.4% | $64,808+79.2% |
| Participation rate | 95.8% | 67.6%+28.2pp | 72.6%+23.3pp | 71.5%+24.3pp |
| Annual return | -14.62% | -13.05%-1.6pp | 701.18%-715.8pp | 32.82%-47.4pp |
| Employer contribution / active EE | $1,781 | $2,179-18.3% | $3,009-40.8% | $2,506-28.9% |
| Participant deferral / active EE | $3,268 | $3,329-1.9% | $4,395-25.7% | $4,310-24.2% |
| Admin fee / account holder | $45 | $143-68.7% | $5,329-99.2% | $188-76.2% |