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.3 years Filed as: CHARLES SCHWAB & CO. INC. Service code 27 · EIN 94-1737782 | Advisory (Plan) | $18,886 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB RETIREMENT PLAN SERV Service code 15 · EIN 34-1479833 | Recordkeeping | $7,920 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $322,875 | $101,523+218.0% | $141,162+128.7% | $77,787+315.1% |
| Participation rate | 95.7% | 77.4%+18.3pp | 82.5%+13.2pp | 73.2%+22.4pp |
| Annual return | 20.49% | 56.22%-35.7pp | 71.39%-50.9pp | 32.57%-12.1pp |
| Employer contribution / active EE | $9,654 | $3,341+189.0% | $4,735+103.9% | $2,504+285.5% |
| Participant deferral / active EE | $13,869 | $6,434+115.6% | $6,709+106.7% | $3,967+249.6% |
| Admin fee / account holder | $6 | $92-93.2% | $10,261-99.9% | $100-93.8% |