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 |
|---|---|---|
Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $100 |
Filed as: CHARLES SCHWAB & CO AND AFFILIATERS 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 | $195,787 | $95,388+105.3% | $125,339+56.2% | $77,904+151.3% |
| Participation rate | 77.1% | 78.6%-1.5pp | 82.4%-5.3pp | 73.7%+3.4pp |
| Annual return | -15.81% | 116.19%-132.0pp | 572.05%-587.9pp | 12.21%-28.0pp |
| Employer contribution / active EE | $3,543 | $3,666-3.4% | $4,814-26.4% | $2,848+24.4% |
| Participant deferral / active EE | $8,094 | $7,711+5.0% | $7,446+8.7% | $4,806+68.4% |
| Admin fee / account holder | $52 | $119-56.5% | $10,010-99.5% | $133-61.0% |