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.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $11,524 |
CHARLES SCHWAB & CO., INC.5 years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $154 |
Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.4 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 | $166,987 | $76,050+119.6% | $96,544+73.0% | $71,457+133.7% |
| Participation rate | 89.0% | 74.4%+14.6pp | 76.0%+13.0pp | 67.9%+21.0pp |
| Annual return | 14.66% | 22.81%-8.1pp | 25.84%-11.2pp | 28.85%-14.2pp |
| Employer contribution / active EE | $1,411 | $2,244-37.1% | $2,965-52.4% | $2,588-45.5% |
| Participant deferral / active EE | $10,891 | $4,215+158.4% | $4,851+124.5% | $4,289+153.9% |
| Admin fee / account holder | $40 | $2,707-98.5% | $8,252-99.5% | $1,587-97.5% |