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.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $15,172 |
CHARLES SCHWAB & CO., INC.5 years Service code 33 · EIN 94-1737782 | Securities brokerage; Shareholder ser... | $2 |
CHARLES SCHWAB & CO., INC.4 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 | $188,392 | $50,815+270.7% | $155,509+21.1% | $77,643+142.6% |
| Participation rate | 80.4% | 63.1%+17.2pp | 78.2%+2.2pp | 70.6%+9.8pp |
| Annual return | 14.23% | 34.80%-20.6pp | 64.67%-50.4pp | 31.24%-17.0pp |
| Employer contribution / active EE | $8,010 | $1,993+302.0% | $4,672+71.4% | $2,726+193.9% |
| Participant deferral / active EE | $3,922 | $2,822+39.0% | $5,626-30.3% | $4,647-15.6% |
| Admin fee / account holder | $24 | $437-94.5% | $15,912-99.8% | $430-94.4% |