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 | $13,333 |
CHARLES SCHWAB & CO., INC.7+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $50 |
CHARLES SCHWAB & CO., INC.7+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES 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 | $259,643 | $185,342+40.1% | $111,297+133.3% | $86,799+199.1% |
| Participation rate | 95.3% | 81.0%+14.3pp | 77.3%+18.0pp | 72.3%+23.0pp |
| Annual return | 12.45% | 500.80%-488.4pp | 54.65%-42.2pp | 97.91%-85.5pp |
| Employer contribution / active EE | $5,450 | $2,246+142.6% | $2,731+99.6% | $2,405+126.6% |
| Participant deferral / active EE | $7,116 | $4,458+59.6% | $4,487+58.6% | $4,131+72.3% |
| Admin fee / account holder | $30 | $255-88.4% | $7,964-99.6% | $170-82.5% |