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.5+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Shareho... | $60 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC & AFFILIAT Service code 59 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $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 | $107,705 | $89,652+20.1% | $141,162-23.7% | $65,185+65.2% |
| Participation rate | 73.8% | 74.7%-0.9pp | 82.5%-8.7pp | 70.2%+3.6pp |
| Annual return | 21.39% | 32.79%-11.4pp | 71.39%-50.0pp | 29.38%-8.0pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,735-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $10,645 | $5,691+87.0% | $6,709+58.7% | $3,514+202.9% |
| Admin fee / account holder | $2 | $569-99.7% | $10,261-100.0% | $847-99.8% |