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.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $64,134 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Float revenue; ... | $50 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO INC. AND AFFILI Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,786 | $58,347+151.6% | $85,682+71.3% | $86,799+69.1% |
| Participation rate | 99.1% | 64.9%+34.2pp | 69.9%+29.2pp | 72.3%+26.8pp |
| Annual return | 13.94% | 18.43%-4.5pp | 21.49%-7.5pp | 97.91%-84.0pp |
| Employer contribution / active EE | $3,127 | $1,751+78.6% | $2,618+19.4% | $2,405+30.0% |
| Participant deferral / active EE | $5,636 | $3,065+83.8% | $3,923+43.7% | $4,131+36.4% |
| Admin fee / account holder | $156 | $147+5.6% | $6,873-97.7% | $170-8.2% |