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.3+ years Service code 33 · EIN 94-1737782 | Float revenue; Direct payment from th... | $1,812 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $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 | $180,078 | $89,739+100.7% | $149,718+20.3% | $62,292+189.1% |
| Participation rate | 97.1% | 85.1%+12.0pp | 87.1%+10.1pp | 69.5%+27.6pp |
| Annual return | 23.16% | 21.01%+2.1pp | 1501.63%-1478.5pp | 28.90%-5.7pp |
| Employer contribution / active EE | $4,296 | $3,233+32.9% | $5,445-21.1% | $2,042+110.4% |
| Participant deferral / active EE | $11,835 | $4,797+146.7% | $6,569+80.2% | $3,169+273.5% |
| Admin fee / account holder | $3 | $551-99.5% | $11,283-100.0% | $479-99.5% |