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.1+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $5,913 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO INC AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $438,015 | $74,089+491.2% | $133,980+226.9% | $55,167+694.0% |
| Participation rate | 98.6% | 84.3%+14.3pp | 87.1%+11.5pp | 69.0%+29.6pp |
| Annual return | -13.31% | 12.11%-25.4pp | 29.30%-42.6pp | 169.23%-182.5pp |
| Employer contribution / active EE | $24,235 | $3,064+691.1% | $5,211+365.0% | $1,963+1134.9% |
| Participant deferral / active EE | $10,998 | $4,678+135.1% | $6,282+75.1% | $3,054+260.1% |
| Admin fee / account holder | $3 | $458-99.3% | $9,324-100.0% | $504-99.3% |