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.3+ years Filed as: CHARLES SCHWAB BANK Service code 19 | Securities Custodian | $7,837 |
CHARLES SCHWAB & CO., INC.3+ years Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $89,065 | $64,909+37.2% | $82,313+8.2% | $62,292+43.0% |
| Participation rate | 74.5% | 74.9%-0.4pp | 76.9%-2.4pp | 69.5%+5.0pp |
| Annual return | 11.98% | 21.18%-9.2pp | 25.88%-13.9pp | 28.90%-16.9pp |
| Employer contribution / active EE | $1,451 | $1,676-13.4% | $2,428-40.2% | $2,042-28.9% |
| Participant deferral / active EE | $5,840 | $3,103+88.2% | $3,706+57.6% | $3,169+84.3% |
| Admin fee / account holder | $1 | $440-99.9% | $5,608-100.0% | $479-99.9% |