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.8+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $15,536 |
Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.9+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,908 | $99,078+101.8% | $96,544+107.1% | $74,419+168.6% |
| Participation rate | 94.0% | 80.7%+13.4pp | 76.0%+18.1pp | 70.7%+23.3pp |
| Annual return | 16.68% | 22.48%-5.8pp | 25.84%-9.2pp | 34.38%-17.7pp |
| Employer contribution / active EE | $6,104 | $2,570+137.5% | $2,965+105.9% | $2,637+131.4% |
| Participant deferral / active EE | $7,670 | $4,933+55.5% | $4,851+58.1% | $4,528+69.4% |
| Admin fee / account holder | $29 | $225-87.0% | $8,252-99.6% | $348-91.6% |