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 |
|---|---|---|
KJWM LLC1+ years Service code 26 · EIN 27-0811624 | Advisory (Participants) | $17,804 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $5,614 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $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 | $163,556 | $46,360+252.8% | $147,614+10.8% | $52,331+212.5% |
| Participation rate | 97.9% | 64.9%+33.0pp | 84.6%+13.3pp | 68.1%+29.8pp |
| Annual return | -0.85% | 1.62%-2.5pp | 61.98%-62.8pp | 4.54%-5.4pp |
| Employer contribution / active EE | $10,031 | $2,126+371.8% | $5,564+80.3% | $1,882+433.1% |
| Participant deferral / active EE | $7,466 | $2,258+230.7% | $4,895+52.5% | $3,022+147.0% |
| Admin fee / account holder | $62 | $766-92.0% | $11,611-99.5% | $592-89.6% |