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: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $65,485 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,909 | $44,764+167.9% | $68,791+74.3% | $64,808+85.0% |
| Participation rate | 98.5% | 64.8%+33.7pp | 69.0%+29.4pp | 71.5%+27.0pp |
| Annual return | -16.78% | -10.91%-5.9pp | -6.38%-10.4pp | 32.82%-49.6pp |
| Employer contribution / active EE | $3,518 | $1,775+98.1% | $2,655+32.5% | $2,506+40.4% |
| Participant deferral / active EE | $6,623 | $3,238+104.6% | $3,941+68.1% | $4,310+53.7% |
| Admin fee / account holder | $160 | $151+5.5% | $4,932-96.8% | $188-14.9% |