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 LLC2+ years Service code 26 · EIN 27-0811624 | Advisory (Participants) | $18,342 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Direct payment from the plan; Shareho... | $1,380 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2+ 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 | $163,999 | $36,916+344.2% | $156,549+4.8% | $57,658+184.4% |
| Participation rate | 97.7% | 63.4%+34.2pp | 84.0%+13.6pp | 70.2%+27.4pp |
| Annual return | 7.67% | 12.38%-4.7pp | 32.23%-24.6pp | 5.13%+2.5pp |
| Employer contribution / active EE | $9,640 | $1,571+513.8% | $5,501+75.2% | $1,974+388.4% |
| Participant deferral / active EE | $6,681 | $1,926+247.0% | $4,871+37.2% | $3,061+118.3% |
| Admin fee / account holder | $64 | $82-22.2% | $13,027-99.5% | $95-32.1% |