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 |
|---|---|---|
Filed as: CHARLES SCHWAB TRUST BANK Service code 21 · EIN 82-3967259 | Bank Trustee | $5,419 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $450 |
CHARLES SCHWAB & CO., INC.6+ years Service code 59 · EIN 94-1737782 | 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 | $131,048 | $136,307-3.9% | $177,821-26.3% | $73,488+78.3% |
| Participation rate | 85.6% | 86.1%-0.5pp | 87.7%-2.1pp | 70.7%+14.9pp |
| Annual return | 12.62% | 18.68%-6.1pp | 48.32%-35.7pp | 28.51%-15.9pp |
| Employer contribution / active EE | $7,821 | $3,712+110.7% | $5,918+32.1% | $2,270+244.5% |
| Participant deferral / active EE | $3,777 | $5,829-35.2% | $7,714-51.0% | $3,740+1.0% |
| Admin fee / account holder | $3 | $596-99.5% | $12,427-100.0% | $513-99.4% |