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.9 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $66,343 |
CHARLES SCHWAB & CO., INC.11+ years Filed as: CHARLES SCHWAB & CO., INC Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,476 | $216,711-77.2% | $136,749-63.8% | $85,563-42.2% |
| Participation rate | 74.9% | 51.7%+23.2pp | 72.1%+2.8pp | 66.0%+8.9pp |
| Annual return | 12.46% | 15.26%-2.8pp | 24.33%-11.9pp | 31.51%-19.1pp |
| Employer contribution / active EE | $1,364 | $1,660-17.8% | $3,400-59.9% | $2,654-48.6% |
| Participant deferral / active EE | $2,482 | $2,635-5.8% | $4,692-47.1% | $4,375-43.3% |
| Admin fee / account holder | $87 | $1,223-92.9% | $11,386-99.2% | $834-89.6% |