Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 23-2329854 | Advisory (Participants) | $6,911 |
CHARLES SCHWAB & CO., INC.5 years Service code 33 · EIN 94-1737782 | Float revenue; Shareholder servicing ... | $3,075 |
CHARLES SCHWAB & CO., INC.7+ years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,765 | $104,482+31.9% | $159,455-13.6% | $79,393+73.5% |
| Participation rate | 100.0% | 76.6%+23.4pp | 82.8%+17.2pp | 70.7%+29.3pp |
| Annual return | 15.22% | 67.96%-52.7pp | 263.63%-248.4pp | 116.87%-101.7pp |
| Employer contribution / active EE | $16,397 | $3,416+380.0% | $4,830+239.5% | $2,428+575.4% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $7,353-100.0% | $4,046-100.0% |
| Admin fee / account holder | $139 | $711-80.4% | $10,800-98.7% | $627-77.8% |