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.4+ years Filed as: CHARLES SCHWAB & CO. AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.4+ 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 | $134,648 | $59,186+127.5% | $76,768+75.4% | $56,287+139.2% |
| Participation rate | 99.2% | 75.2%+24.0pp | 77.0%+22.2pp | 69.9%+29.3pp |
| Annual return | -5.50% | 6.62%-12.1pp | 2.43%-7.9pp | -9.96%+4.5pp |
| Employer contribution / active EE | $2,229 | $1,759+26.8% | $2,485-10.3% | $2,111+5.6% |
| Participant deferral / active EE | $6,418 | $3,255+97.2% | $3,852+66.6% | $3,350+91.6% |
| Admin fee / account holder | $15 | $489-96.9% | $6,675-99.8% | $521-97.1% |