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 Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $4,065 |
Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $2 |
CHARLES SCHWAB & CO., INC.3+ 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 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 | $940,611 | $79,523+1082.8% | $140,016+571.8% | $56,287+1571.1% |
| Participation rate | 97.9% | 85.7%+12.2pp | 87.5%+10.4pp | 69.9%+28.1pp |
| Annual return | 77.51% | 2.39%+75.1pp | 651.12%-573.6pp | -9.96%+87.5pp |
| Employer contribution / active EE | $25,883 | $3,350+672.6% | $5,606+361.7% | $2,111+1126.1% |
| Participant deferral / active EE | $11,873 | $5,129+131.5% | $6,927+71.4% | $3,350+254.4% |
| Admin fee / account holder | $11 | $614-98.2% | $10,705-99.9% | $521-97.9% |