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 | $14,723 |
CHARLES SCHWAB & CO., INC.7 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $253 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,038 | $87,870+112.9% | $113,168+65.3% | $74,304+151.7% |
| Participation rate | 90.0% | 70.7%+19.3pp | 76.6%+13.4pp | 60.3%+29.7pp |
| Annual return | 12.91% | 26.44%-13.5pp | 24.27%-11.4pp | 29.43%-16.5pp |
| Employer contribution / active EE | $1,873 | $2,277-17.7% | $2,975-37.0% | $2,241-16.4% |
| Participant deferral / active EE | $11,332 | $4,241+167.2% | $5,107+121.9% | $3,767+200.8% |
| Admin fee / account holder | $50 | $3,368-98.5% | $12,068-99.6% | $2,969-98.3% |