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.6+ years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.6+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $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 | $42,696 | $111,608-61.7% | $177,821-76.0% | $73,409-41.8% |
| Participation rate | 94.4% | 87.9%+6.6pp | 87.7%+6.7pp | 72.2%+22.3pp |
| Annual return | 14.80% | 18.23%-3.4pp | 48.32%-33.5pp | 59.29%-44.5pp |
| Employer contribution / active EE | $2,976 | $3,796-21.6% | $5,918-49.7% | $2,234+33.2% |
| Participant deferral / active EE | $0 | $6,199-100.0% | $7,714-100.0% | $3,805-100.0% |
| Admin fee / account holder | $5 | $166-96.7% | $12,427-100.0% | $158-96.5% |