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.4+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $142 |
Filed as: CHARLES SCHWAB & CO. INC & AFFILIAT Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $108,219 | $73,102+48.0% | $123,544-12.4% | $56,287+92.3% |
| Participation rate | 55.0% | 74.3%-19.3pp | 82.3%-27.3pp | 69.9%-14.9pp |
| Annual return | 28.32% | 3.01%+25.3pp | 119.20%-90.9pp | -9.96%+38.3pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $8,376 | $5,423+54.5% | $6,426+30.3% | $3,350+150.0% |
| Admin fee / account holder | $11 | $554-98.0% | $9,284-99.9% | $521-97.9% |