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 |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $59,012 |
Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $307 |
CHARLES SCHWAB & CO., INC.6+ 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 | $182,715 | $52,293+249.4% | $178,490+2.4% | $73,409+148.9% |
| Participation rate | 94.0% | 65.3%+28.7pp | 81.9%+12.1pp | 72.2%+21.9pp |
| Annual return | 14.90% | 34.75%-19.8pp | 151.07%-136.2pp | 59.29%-44.4pp |
| Employer contribution / active EE | $9,435 | $1,735+443.7% | $5,011+88.3% | $2,234+322.4% |
| Participant deferral / active EE | $4,138 | $2,332+77.4% | $5,202-20.5% | $3,805+8.7% |
| Admin fee / account holder | $105 | $127-17.9% | $13,984-99.3% | $158-33.8% |