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.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $15,816 |
CHARLES SCHWAB & CO., INC.4 years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Shareho... | $5 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,324 | $65,435+123.6% | $86,677+68.8% | $66,914+118.7% |
| Participation rate | 89.6% | 75.5%+14.2pp | 76.6%+13.1pp | 69.8%+19.8pp |
| Annual return | -13.84% | -10.89%-3.0pp | 35.91%-49.7pp | 1.58%-15.4pp |
| Employer contribution / active EE | $1,378 | $2,153-36.0% | $2,836-51.4% | $2,544-45.8% |
| Participant deferral / active EE | $10,416 | $4,100+154.0% | $4,656+123.7% | $4,237+145.8% |
| Admin fee / account holder | $55 | $642-91.5% | $7,493-99.3% | $593-90.8% |