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 5-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.1+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $51,283 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,219 | $61,473-37.8% | $81,930-53.4% | $73,409-47.9% |
| Participation rate | 87.4% | 72.4%+15.0pp | 72.0%+15.4pp | 72.2%+15.2pp |
| Annual return | 8.17% | 28.26%-20.1pp | 29.49%-21.3pp | 59.29%-51.1pp |
| Employer contribution / active EE | $1,588 | $1,898-16.3% | $4,310-63.2% | $2,234-28.9% |
| Participant deferral / active EE | $2,411 | $3,080-21.7% | $7,107-66.1% | $3,805-36.6% |
| Admin fee / account holder | $162 | $125+29.0% | $5,158-96.9% | $158+2.5% |