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 Service code 27 3000 SCHWAB WAY · WESTLAKE, TX 76262 | Advisory (Plan) | $20,464 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,206 | $71,516-45.2% | $98,439-60.2% | $71,457-45.1% |
| Participation rate | 99.1% | 72.7%+26.4pp | 75.2%+24.0pp | 67.9%+31.2pp |
| Annual return | 0.33% | 32.41%-32.1pp | 21.16%-20.8pp | 28.85%-28.5pp |
| Employer contribution / active EE | $1,125 | $2,399-53.1% | $3,048-63.1% | $2,588-56.5% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $4,738-100.0% | $4,289-100.0% |
| Admin fee / account holder | $126 | $1,675-92.5% | $8,948-98.6% | $1,587-92.0% |