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 Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $10,123 |
CHARLES SCHWAB & CO., INC.5+ years Service code 59 | Shareholder Servicing | $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 | $102,579 | $65,376+56.9% | $87,100+17.8% | $65,185+57.4% |
| Participation rate | 80.0% | 75.3%+4.7pp | 76.9%+3.1pp | 70.2%+9.8pp |
| Annual return | 18.91% | 31.27%-12.4pp | 28.19%-9.3pp | 29.38%-10.5pp |
| Employer contribution / active EE | $1,647 | $1,822-9.6% | $2,521-34.7% | $2,177-24.3% |
| Participant deferral / active EE | $6,605 | $3,388+94.9% | $4,049+63.1% | $3,514+88.0% |
| Admin fee / account holder | $2 | $520-99.6% | $7,497-100.0% | $847-99.7% |