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.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $367,946 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $69,253 | $88,770-22.0% | $109,143-36.5% | $93,030-25.6% |
| Participation rate | 65.2% | 81.5%-16.3pp | 75.9%-10.7pp | 73.9%-8.7pp |
| Annual return | 11.24% | 60.64%-49.4pp | 25.75%-14.5pp | 158.70%-147.5pp |
| Employer contribution / active EE | $8,179 | $3,780+116.4% | $3,722+119.7% | $2,706+202.3% |
| Participant deferral / active EE | $0 | $3,630-100.0% | $4,653-100.0% | $4,562-100.0% |
| Admin fee / account holder | $212 | $172+23.1% | $6,752-96.9% | $152+39.9% |