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 Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $3,166 |
CHARLES SCHWAB & CO., INC.2 years 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 | $449,671 | $138,347+225.0% | $184,203+144.1% | $80,856+456.1% |
| Participation rate | 89.8% | 83.9%+5.9pp | 86.8%+3.0pp | 67.6%+22.1pp |
| Annual return | 16.97% | 20.02%-3.0pp | 28.81%-11.8pp | 35.59%-18.6pp |
| Employer contribution / active EE | $6,989 | $4,850+44.1% | $6,427+8.7% | $2,755+153.7% |
| Participant deferral / active EE | $15,368 | $7,071+117.3% | $9,131+68.3% | $4,296+257.7% |
| Admin fee / account holder | $30 | $10,483-99.7% | $13,901-99.8% | $6,918-99.6% |