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.7 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $461,952 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,396 | $241,101-79.1% | $103,333-51.2% | $199,593-74.8% |
| Participation rate | 97.6% | 78.3%+19.3pp | 74.5%+23.1pp | 72.0%+25.6pp |
| Annual return | 12.41% | 17.80%-5.4pp | 24.88%-12.5pp | 34.25%-21.8pp |
| Employer contribution / active EE | $1,538 | $4,244-63.8% | $3,868-60.2% | $3,034-49.3% |
| Participant deferral / active EE | $6,253 | $3,958+58.0% | $5,057+23.6% | $5,087+22.9% |
| Admin fee / account holder | $138 | $288-52.0% | $8,355-98.3% | $269-48.6% |