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.9+ years Filed as: CHARLES SCHWAB Service code 19 · EIN 94-1737782 | Securities Custodian | $30,931 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,442 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,673 | $99,078-19.6% | $96,544-17.5% | $74,419+7.1% |
| Participation rate | 72.2% | 80.7%-8.5pp | 76.0%-3.8pp | 70.7%+1.4pp |
| Annual return | 15.71% | 22.48%-6.8pp | 25.84%-10.1pp | 34.38%-18.7pp |
| Employer contribution / active EE | $2,820 | $2,570+9.7% | $2,965-4.9% | $2,637+6.9% |
| Participant deferral / active EE | $3,196 | $4,933-35.2% | $4,851-34.1% | $4,528-29.4% |
| Admin fee / account holder | $227 | $225+1.0% | $8,252-97.3% | $348-34.8% |