Filed November 5, 2019
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.3+ years Filed as: CHARLES SCHWAB Service code 12 295 MAIN ST STE 306 · WEST HARTFORD, CT 061072449 | Claims processing | $6,824 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,393 | $55,449+232.5% | $83,848+119.9% | $56,287+227.6% |
| Participation rate | 100.0% | 68.0%+32.0pp | 76.1%+23.9pp | 69.9%+30.1pp |
| Annual return | 12.23% | -1.38%+13.6pp | 850.88%-838.6pp | -9.96%+22.2pp |
| Employer contribution / active EE | $17,530 | $2,430+621.3% | $3,631+382.8% | $2,111+730.4% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $47 | $656-92.8% | $5,478-99.1% | $521-91.0% |