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.1+ years Filed as: CHARLES SCHWAB BANK Service code 19 | Securities Custodian | $8,689 |
CHARLES SCHWAB & CO., INC.1+ years Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $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 | $74,320 | $54,320+36.8% | $67,652+9.9% | $52,331+42.0% |
| Participation rate | 70.7% | 73.6%-2.9pp | 75.7%-5.0pp | 68.1%+2.6pp |
| Annual return | 0.54% | 6.81%-6.3pp | 6625.04%-6624.5pp | 4.54%-4.0pp |
| Employer contribution / active EE | $0 | $1,544-100.0% | $2,266-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $4,803 | $2,950+62.8% | $3,560+34.9% | $3,022+58.9% |
| Admin fee / account holder | $0 | $527-99.9% | $4,821-100.0% | $592-99.9% |