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, IN Service code 15 · EIN 34-1479833 | Recordkeeping | $34,653 |
CHARLES SCHWAB & CO., INC.4 years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Direct pa... | $204 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $346,669 | $102,553+238.0% | $151,611+128.7% | $66,914+418.1% |
| Participation rate | 96.7% | 85.5%+11.2pp | 87.5%+9.2pp | 69.8%+26.9pp |
| Annual return | -14.07% | -10.82%-3.2pp | 3.33%-17.4pp | 1.58%-15.6pp |
| Employer contribution / active EE | $21,879 | $4,180+423.4% | $6,166+254.8% | $2,544+759.9% |
| Participant deferral / active EE | $15,449 | $6,641+132.6% | $8,363+84.7% | $4,237+264.6% |
| Admin fee / account holder | $99 | $630-84.3% | $11,616-99.1% | $593-83.3% |