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 |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $7,947 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $1 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $469,423 | $101,317+363.3% | $146,958+219.4% | $74,495+530.1% |
| Participation rate | 75.4% | 75.5%-0.1pp | 82.2%-6.8pp | 67.2%+8.2pp |
| Annual return | 11.24% | 8730.91%-8719.7pp | 418.34%-407.1pp | 1364.94%-1353.7pp |
| Employer contribution / active EE | $16,572 | $3,810+334.9% | $4,933+235.9% | $2,623+531.8% |
| Participant deferral / active EE | $0 | $7,303-100.0% | $8,070-100.0% | $4,346-100.0% |
| Admin fee / account holder | $41 | $1,739-97.7% | $12,998-99.7% | $1,942-97.9% |