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.1+ years Filed as: CHARLES SCHWAB & CO INC Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO INC 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 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $199,575 | $70,002+185.1% | $115,037+73.5% | $52,331+281.4% |
| Participation rate | 65.2% | 72.1%-6.9pp | 81.4%-16.1pp | 68.1%-2.9pp |
| Annual return | -0.42% | 4.04%-4.5pp | 26.14%-26.6pp | 4.54%-5.0pp |
| Employer contribution / active EE | $0 | $2,715-100.0% | $4,608-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $8,902 | $4,920+80.9% | $6,026+47.7% | $3,022+194.6% |
| Admin fee / account holder | $3 | $566-99.5% | $8,175-100.0% | $592-99.5% |