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.2 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $295,690 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,308 | $66,051-17.8% | $92,893-41.5% | $77,787-30.2% |
| Participation rate | 61.7% | 81.0%-19.3pp | 76.0%-14.3pp | 73.2%-11.5pp |
| Annual return | 18.98% | 20.69%-1.7pp | 109.41%-90.4pp | 32.57%-13.6pp |
| Employer contribution / active EE | $4,696 | $3,426+37.1% | $3,653+28.6% | $2,504+87.5% |
| Participant deferral / active EE | $0 | $3,013-100.0% | $4,236-100.0% | $3,967-100.0% |
| Admin fee / account holder | $178 | $148+20.3% | $5,794-96.9% | $100+77.7% |