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 | $16,695 |
Filed as: COMMONWEALTH EQUITY SERVICES Service code 28 · EIN 04-2675571 | Investment Management | $14,325 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,758 | $101,317+1.4% | $146,958-30.1% | $74,495+37.9% |
| Participation rate | 90.4% | 75.5%+14.9pp | 82.2%+8.3pp | 67.2%+23.2pp |
| Annual return | 15.61% | 8730.91%-8715.3pp | 418.34%-402.7pp | 1364.94%-1349.3pp |
| Employer contribution / active EE | $1,520 | $3,810-60.1% | $4,933-69.2% | $2,623-42.1% |
| Participant deferral / active EE | $9,642 | $7,303+32.0% | $8,070+19.5% | $4,346+121.9% |
| Admin fee / account holder | $142 | $1,739-91.8% | $12,998-98.9% | $1,942-92.7% |