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 |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $10,832 |
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 | $205,842 | $106,028+94.1% | $146,958+40.1% | $77,643+165.1% |
| Participation rate | 88.5% | 78.4%+10.2pp | 82.2%+6.4pp | 70.6%+18.0pp |
| Annual return | 13.44% | 56.73%-43.3pp | 418.34%-404.9pp | 31.24%-17.8pp |
| Employer contribution / active EE | $7,362 | $4,063+81.2% | $4,933+49.2% | $2,726+170.1% |
| Participant deferral / active EE | $5,507 | $7,990-31.1% | $8,070-31.8% | $4,647+18.5% |
| Admin fee / account holder | $27 | $337-92.0% | $12,998-99.8% | $430-93.7% |