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 |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $34,067 |
CHARLES SCHWAB & CO., INC.5 years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Direct pa... | $294 |
Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL 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 | $413,604 | $130,194+217.7% | $169,993+143.3% | $71,457+478.8% |
| Participation rate | 97.9% | 86.1%+11.8pp | 87.0%+10.9pp | 67.9%+30.0pp |
| Annual return | 17.50% | 20.37%-2.9pp | 53.37%-35.9pp | 28.85%-11.3pp |
| Employer contribution / active EE | $23,728 | $4,381+441.6% | $6,785+249.7% | $2,588+817.0% |
| Participant deferral / active EE | $16,993 | $6,923+145.4% | $10,408+63.3% | $4,289+296.2% |
| Admin fee / account holder | $97 | $966-89.9% | $12,815-99.2% | $1,587-93.9% |