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 | $22,645 |
CHARLES SCHWAB & CO., INC.11+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $61 |
CHARLES SCHWAB & CO., INC.3 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 | $155,902 | $61,058+155.3% | $71,209+118.9% | $85,563+82.2% |
| Participation rate | 95.1% | 58.6%+36.6pp | 73.8%+21.4pp | 66.0%+29.2pp |
| Annual return | 15.35% | 100.41%-85.1pp | 282.51%-267.2pp | 31.51%-16.2pp |
| Employer contribution / active EE | $1,843 | $2,199-16.2% | $2,721-32.3% | $2,654-30.6% |
| Participant deferral / active EE | $3,389 | $3,173+6.8% | $4,175-18.8% | $4,375-22.5% |
| Admin fee / account holder | $50 | $855-94.1% | $5,349-99.1% | $834-94.0% |