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.2+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $1,779 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $5 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,967 | $56,640+50.0% | $80,975+4.9% | $57,658+47.4% |
| Participation rate | 77.3% | 75.9%+1.4pp | 75.8%+1.5pp | 70.2%+7.0pp |
| Annual return | 11.89% | 19.97%-8.1pp | 17.10%-5.2pp | 5.13%+6.8pp |
| Employer contribution / active EE | $2,820 | $2,085+35.3% | $3,714-24.1% | $1,974+42.9% |
| Participant deferral / active EE | $7,948 | $4,944+60.8% | $5,696+39.5% | $3,061+159.7% |
| Admin fee / account holder | $4 | $87-95.7% | $5,516-99.9% | $95-96.0% |