Filed June 29, 2023
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 8-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 INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.4+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $29,708 | $80,005-62.9% | $140,016-78.8% | $55,725-46.7% |
| Participation rate | 94.1% | 87.0%+7.1pp | 87.5%+6.6pp | 70.9%+23.2pp |
| Annual return | -6.31% | 0.46%-6.8pp | 651.12%-657.4pp | 244.93%-251.2pp |
| Employer contribution / active EE | $2,784 | $3,403-18.2% | $5,606-50.3% | $2,078+34.0% |
| Participant deferral / active EE | $0 | $5,264-100.0% | $6,927-100.0% | $3,356-100.0% |
| Admin fee / account holder | $11 | $116-90.2% | $10,705-99.9% | $115-90.2% |