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 Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $744 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $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 | $118,620 | $56,152+111.2% | $185,823-36.2% | $73,409+61.6% |
| Participation rate | 95.6% | 67.6%+28.1pp | 78.0%+17.6pp | 72.2%+23.4pp |
| Annual return | 15.87% | 17.59%-1.7pp | 35.95%-20.1pp | 59.29%-43.4pp |
| Employer contribution / active EE | $3,359 | $1,532+119.3% | $4,087-17.8% | $2,234+50.4% |
| Participant deferral / active EE | $7,738 | $3,659+111.5% | $5,632+37.4% | $3,805+103.3% |
| Admin fee / account holder | $11 | $132-91.3% | $9,500-99.9% | $158-92.7% |