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 5-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.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICE,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $25,180 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,408 | $72,607+45.2% | $90,749+16.2% | $66,914+57.5% |
| Participation rate | 81.3% | 73.7%+7.6pp | 75.7%+5.6pp | 69.8%+11.5pp |
| Annual return | -14.70% | -12.28%-2.4pp | -12.16%-2.5pp | 1.58%-16.3pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $2,921-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $6,584 | $3,977+65.5% | $4,564+44.3% | $4,237+55.4% |
| Admin fee / account holder | $242 | $707-65.8% | $8,445-97.1% | $593-59.2% |