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.6+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $7,944 |
CHARLES SCHWAB & CO., INC.6+ years Service code 59 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,789 | $73,638+72.2% | $95,952+32.1% | $73,488+72.5% |
| Participation rate | 83.4% | 76.2%+7.3pp | 77.1%+6.3pp | 70.7%+12.7pp |
| Annual return | 21.11% | 16.78%+4.3pp | 91.61%-70.5pp | 28.51%-7.4pp |
| Employer contribution / active EE | $1,575 | $1,863-15.5% | $2,541-38.0% | $2,270-30.6% |
| Participant deferral / active EE | $6,280 | $3,617+73.6% | $4,167+50.7% | $3,740+67.9% |
| Admin fee / account holder | $23 | $482-95.1% | $6,795-99.7% | $513-95.4% |