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 | $18,941 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Float revenue; Shareholder servicing ... | $122 |
CHARLES SCHWAB & CO., INC.2 years 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 | $135,366 | $65,908+105.4% | $81,812+65.5% | $77,643+74.3% |
| Participation rate | 96.9% | 65.8%+31.1pp | 72.3%+24.6pp | 70.6%+26.4pp |
| Annual return | 12.46% | 26.64%-14.2pp | 773.79%-761.3pp | 31.24%-18.8pp |
| Employer contribution / active EE | $1,731 | $2,370-27.0% | $2,912-40.6% | $2,726-36.5% |
| Participant deferral / active EE | $3,087 | $3,505-11.9% | $4,319-28.5% | $4,647-33.6% |
| Admin fee / account holder | $41 | $526-92.3% | $7,386-99.4% | $430-90.5% |