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.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $17,186 |
CHARLES SCHWAB & CO., INC.9+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $10 |
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 | $133,565 | $52,208+155.8% | $86,612+54.2% | $74,419+79.5% |
| Participation rate | 93.2% | 66.3%+26.9pp | 71.7%+21.5pp | 70.7%+22.5pp |
| Annual return | 15.79% | 44.46%-28.7pp | 591.07%-575.3pp | 34.38%-18.6pp |
| Employer contribution / active EE | $1,750 | $2,282-23.3% | $3,022-42.1% | $2,637-33.7% |
| Participant deferral / active EE | $3,242 | $3,383-4.2% | $4,438-26.9% | $4,528-28.4% |
| Admin fee / account holder | $39 | $319-87.7% | $5,614-99.3% | $348-88.8% |