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 |
|---|---|---|
Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 215 FREMONT STREET, 6TH FLOOR · SAN FRANCISCO, CA 94105 | Securities Custodian | $5,259 |
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 | $122,820 | $155,795-21.2% | $136,294-9.9% | $69,631+76.4% |
| Participation rate | 94.2% | 75.2%+19.0pp | 81.9%+12.3pp | 70.7%+23.5pp |
| Annual return | 18.72% | 232464.33%-232445.6pp | 5155.94%-5137.2pp | 27571.02%-27552.3pp |
| Employer contribution / active EE | $4,037 | $2,991+35.0% | $4,695-14.0% | $2,032+98.7% |
| Participant deferral / active EE | $7,492 | $5,394+38.9% | $6,247+19.9% | $3,224+132.4% |
| Admin fee / account holder | $10 | $128-91.9% | $9,243-99.9% | $110-90.6% |