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: CHARLES SCHWAB TRUST BANK Service code 62 · EIN 82-3967259 | Float revenue | $650 |
Filed as: CHARLES SCHWAB & CO INC Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB INVESTMENT MGMT INC Service code 28 · EIN 94-3106735 | Investment Management | $0 |
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 | $37,971 | $65,390-41.9% | $169,368-77.6% | $71,457-46.9% |
| Participation rate | 53.8% | 67.0%-13.2pp | 77.1%-23.3pp | 67.9%-14.1pp |
| Annual return | 16.36% | 21.31%-4.9pp | 405.60%-389.2pp | 28.85%-12.5pp |
| Employer contribution / active EE | $1,254 | $2,079-39.7% | $4,013-68.7% | $2,588-51.5% |
| Participant deferral / active EE | $2,328 | $4,367-46.7% | $6,221-62.6% | $4,289-45.7% |
| Admin fee / account holder | $196 | $1,324-85.2% | $9,003-97.8% | $1,587-87.6% |