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: CHARLES SCHWAB & CO. INC. Service code 27 · EIN 94-1737782 | Advisory (Plan) | $94,307 |
Filed as: CHARLES SCHWAB RETIREMENT PLAN SERV Service code 15 · EIN 34-1479833 | Recordkeeping | $40,709 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $259,766 | $96,458+169.3% | $136,294+90.6% | $77,958+233.2% |
| Participation rate | 95.1% | 75.4%+19.7pp | 81.9%+13.2pp | 71.6%+23.4pp |
| Annual return | 31.42% | 23.78%+7.6pp | 5155.94%-5124.5pp | 20.87%+10.5pp |
| Employer contribution / active EE | $4,609 | $3,144+46.6% | $4,695-1.8% | $2,310+99.5% |
| Participant deferral / active EE | $12,684 | $5,902+114.9% | $6,247+103.0% | $3,537+258.6% |
| Admin fee / account holder | $44 | $80-45.2% | $9,243-99.5% | $97-54.8% |