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.3+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $55,964 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,279 | $56,503-32.3% | $70,092-45.4% | $64,808-40.9% |
| Participation rate | 88.6% | 70.5%+18.1pp | 70.5%+18.1pp | 71.5%+17.1pp |
| Annual return | -13.58% | -13.44%-0.1pp | 190.73%-204.3pp | 32.82%-46.4pp |
| Employer contribution / active EE | $1,810 | $2,046-11.5% | $2,559-29.3% | $2,506-27.8% |
| Participant deferral / active EE | $3,134 | $3,389-7.5% | $3,849-18.6% | $4,310-27.3% |
| Admin fee / account holder | $150 | $160-6.3% | $6,267-97.6% | $188-20.0% |