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.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $74,109 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,014 | $55,416+194.2% | $75,972+114.6% | $77,643+110.0% |
| Participation rate | 99.4% | 63.6%+35.8pp | 69.1%+30.3pp | 70.6%+28.8pp |
| Annual return | 15.32% | 17.07%-1.8pp | 359.55%-344.2pp | 31.24%-15.9pp |
| Employer contribution / active EE | $4,212 | $1,788+135.6% | $2,685+56.9% | $2,726+54.5% |
| Participant deferral / active EE | $7,646 | $3,447+121.8% | $4,255+79.7% | $4,647+64.5% |
| Admin fee / account holder | $178 | $414-57.1% | $6,467-97.3% | $430-58.7% |