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 & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.4+ 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 | $174,588 | $73,102+138.8% | $123,544+41.3% | $56,287+210.2% |
| Participation rate | 99.1% | 74.3%+24.8pp | 82.3%+16.8pp | 69.9%+29.3pp |
| Annual return | -3.48% | 3.01%-6.5pp | 119.20%-122.7pp | -9.96%+6.5pp |
| Employer contribution / active EE | $9,614 | $2,977+223.0% | $4,628+107.7% | $2,111+355.4% |
| Participant deferral / active EE | $0 | $5,423-100.0% | $6,426-100.0% | $3,350-100.0% |
| Admin fee / account holder | $3 | $554-99.4% | $9,284-100.0% | $521-99.4% |