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.9+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $18,206 |
Filed as: CHARLES SCHWAB & CO. INC. Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL 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 | $216,578 | $88,890+143.6% | $102,423+111.5% | $77,643+178.9% |
| Participation rate | 94.6% | 80.9%+13.7pp | 76.5%+18.1pp | 70.6%+24.0pp |
| Annual return | 12.98% | 24.98%-12.0pp | 29.32%-16.3pp | 31.24%-18.3pp |
| Employer contribution / active EE | $6,491 | $2,698+140.6% | $3,023+114.7% | $2,726+138.1% |
| Participant deferral / active EE | $8,222 | $5,145+59.8% | $5,053+62.7% | $4,647+76.9% |
| Admin fee / account holder | $33 | $235-86.0% | $9,451-99.7% | $430-92.3% |