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 4-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 | $30,856 |
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 | $269,956 | $72,607+271.8% | $90,749+197.5% | $66,914+303.4% |
| Participation rate | 100.0% | 73.7%+26.3pp | 75.7%+24.3pp | 69.8%+30.2pp |
| Annual return | -14.70% | -12.28%-2.4pp | -12.16%-2.5pp | 1.58%-16.3pp |
| Employer contribution / active EE | $10,472 | $2,369+342.1% | $2,921+258.5% | $2,544+311.6% |
| Participant deferral / active EE | $12,061 | $3,977+203.2% | $4,564+164.3% | $4,237+184.7% |
| Admin fee / account holder | $225 | $707-68.2% | $8,445-97.3% | $593-62.0% |