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.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $346,203 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,050 | $76,774-20.5% | $112,228-45.6% | $77,904-21.6% |
| Participation rate | 64.7% | 80.2%-15.4pp | 75.1%-10.3pp | 73.7%-9.0pp |
| Annual return | -14.62% | -10.25%-4.4pp | 27.45%-42.1pp | 12.21%-26.8pp |
| Employer contribution / active EE | $8,252 | $3,977+107.5% | $3,635+127.0% | $2,848+189.8% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,728-100.0% | $4,806-100.0% |
| Admin fee / account holder | $207 | $239-13.5% | $6,410-96.8% | $133+55.9% |