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 9-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 | $5,374 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,881 | $50,815+19.8% | $155,509-60.9% | $77,643-21.6% |
| Participation rate | 76.6% | 63.1%+13.5pp | 78.2%-1.6pp | 70.6%+6.0pp |
| Annual return | 12.62% | 34.80%-22.2pp | 64.67%-52.0pp | 31.24%-18.6pp |
| Employer contribution / active EE | $5,548 | $1,993+178.4% | $4,672+18.7% | $2,726+103.5% |
| Participant deferral / active EE | $2,896 | $2,822+2.6% | $5,626-48.5% | $4,647-37.7% |
| Admin fee / account holder | $15 | $437-96.6% | $15,912-99.9% | $430-96.5% |