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 Filed as: CHARLES SCHWAB BANK Service code 19 | Securities Custodian | $6,654 |
CHARLES SCHWAB & CO., INC.4+ years Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.4+ 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 | $90,562 | $59,186+53.0% | $76,768+18.0% | $56,287+60.9% |
| Participation rate | 73.9% | 75.2%-1.4pp | 77.0%-3.1pp | 69.9%+4.0pp |
| Annual return | -3.39% | 6.62%-10.0pp | 2.43%-5.8pp | -9.96%+6.6pp |
| Employer contribution / active EE | $1,612 | $1,759-8.3% | $2,485-35.1% | $2,111-23.6% |
| Participant deferral / active EE | $6,486 | $3,255+99.3% | $3,852+68.4% | $3,350+93.6% |
| Admin fee / account holder | $2 | $489-99.5% | $6,675-100.0% | $521-99.5% |