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 TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $2,147 |
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 | $40,533 | $46,360-12.6% | $147,614-72.5% | $52,331-22.5% |
| Participation rate | 70.2% | 64.9%+5.3pp | 84.6%-14.4pp | 68.1%+2.1pp |
| Annual return | 0.15% | 1.62%-1.5pp | 61.98%-61.8pp | 4.54%-4.4pp |
| Employer contribution / active EE | $1,552 | $2,126-27.0% | $5,564-72.1% | $1,882-17.5% |
| Participant deferral / active EE | $1,631 | $2,258-27.8% | $4,895-66.7% | $3,022-46.0% |
| Admin fee / account holder | $23 | $766-96.9% | $11,611-99.8% | $592-96.1% |