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.9+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $11,282 |
CHARLES SCHWAB & CO., INC.9+ years Service code 59 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,508 | $76,050+87.4% | $96,544+47.6% | $71,457+99.4% |
| Participation rate | 63.3% | 74.4%-11.1pp | 76.0%-12.7pp | 67.9%-4.7pp |
| Annual return | 24.48% | 22.81%+1.7pp | 25.84%-1.4pp | 28.85%-4.4pp |
| Employer contribution / active EE | $1,991 | $2,244-11.3% | $2,965-32.8% | $2,588-23.0% |
| Participant deferral / active EE | $6,234 | $4,215+47.9% | $4,851+28.5% | $4,289+45.4% |
| Admin fee / account holder | $8 | $2,707-99.7% | $8,252-99.9% | $1,587-99.5% |