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.7+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $14,651 |
CHARLES SCHWAB & CO., INC.8+ years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage c... | $50 |
CHARLES SCHWAB & CO., INC.8+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,158 | $72,254+150.7% | $86,677+109.0% | $64,808+179.5% |
| Participation rate | 92.4% | 80.4%+12.0pp | 76.6%+15.8pp | 71.5%+20.9pp |
| Annual return | -15.83% | 392.42%-408.3pp | 35.91%-51.7pp | 32.82%-48.6pp |
| Employer contribution / active EE | $5,063 | $2,393+111.6% | $2,836+78.5% | $2,506+102.0% |
| Participant deferral / active EE | $6,638 | $4,658+42.5% | $4,656+42.6% | $4,310+54.0% |
| Admin fee / account holder | $29 | $174-83.2% | $7,493-99.6% | $188-84.5% |