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: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $61,861 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,162 | $49,693+188.1% | $70,515+103.0% | $74,419+92.4% |
| Participation rate | 99.1% | 64.7%+34.4pp | 68.3%+30.7pp | 70.7%+28.3pp |
| Annual return | 20.20% | 21.22%-1.0pp | 32.77%-12.6pp | 34.38%-14.2pp |
| Employer contribution / active EE | $4,137 | $1,773+133.3% | $2,973+39.1% | $2,637+56.9% |
| Participant deferral / active EE | $7,452 | $3,376+120.8% | $4,567+63.2% | $4,528+64.6% |
| Admin fee / account holder | $149 | $316-52.8% | $6,412-97.7% | $348-57.1% |