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 9-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 28 · EIN 20-6043552 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Investment Management | $54,883 |
See 1 actuary disclosure. $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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $503,327-100.0% | $75,030-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.9%-5.9pp | - |
| Annual return | -16.77% | 55.68%-72.5pp | -2.63%-14.1pp | - |
| Employer contribution / active EE | $0 | $21,727-100.0% | $29,884-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $8-100.0% | - |
| Admin fee / account holder | $0 | $311,717-100.0% | $838-100.0% | - |