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.4+ years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $57,602 |
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 | $45,476 | $69,823-34.9% | $77,163-41.1% | $74,419-38.9% |
| Participation rate | 83.5% | 70.0%+13.5pp | 69.6%+13.9pp | 70.7%+12.8pp |
| Annual return | 14.08% | 19.98%-5.9pp | 37.87%-23.8pp | 34.38%-20.3pp |
| Employer contribution / active EE | $1,725 | $2,150-19.8% | $2,535-31.9% | $2,637-34.6% |
| Participant deferral / active EE | $2,976 | $3,558-16.4% | $3,833-22.4% | $4,528-34.3% |
| Admin fee / account holder | $162 | $398-59.3% | $5,472-97.0% | $348-53.5% |