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.4 years Filed as: CHARLES SCHWAB RETIREMENT PLAN SERV Service code 15 · EIN 34-1479833 | Recordkeeping | $58,392 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO. INC. Service code 27 · EIN 94-1737782 | Advisory (Plan) | $21,292 |
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 | $361,516 | $127,481+183.6% | $149,696+141.5% | $90,288+300.4% |
| Participation rate | 96.2% | 78.2%+18.0pp | 82.5%+13.7pp | 73.4%+22.9pp |
| Annual return | 13.26% | 57.78%-44.5pp | 276.60%-263.3pp | 53.97%-40.7pp |
| Employer contribution / active EE | $14,000 | $3,448+306.0% | $4,644+201.4% | $2,524+454.6% |
| Participant deferral / active EE | $15,579 | $6,975+123.3% | $6,842+127.7% | $4,232+268.1% |
| Admin fee / account holder | $36 | $152-76.5% | $9,309-99.6% | $114-68.8% |