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 Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $1,157 |
Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
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 | $335,844 | $123,793+171.3% | $177,821+88.9% | $79,858+320.6% |
| Participation rate | 94.4% | 84.7%+9.8pp | 87.7%+6.7pp | 69.6%+24.8pp |
| Annual return | 58.23% | 22.82%+35.4pp | 48.32%+9.9pp | 31.71%+26.5pp |
| Employer contribution / active EE | $5,859 | $4,095+43.1% | $5,918-1.0% | $2,471+137.1% |
| Participant deferral / active EE | $13,201 | $5,956+121.6% | $7,714+71.1% | $3,740+253.0% |
| Admin fee / account holder | $50 | $7,243-99.3% | $12,427-99.6% | $5,306-99.1% |