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 9-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 & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3 years Service code 59 · EIN 94-1737782 | 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 | $98,993 | $99,957-1.0% | $149,696-33.9% | $73,488+34.7% |
| Participation rate | 68.6% | 75.7%-7.1pp | 82.5%-13.9pp | 70.7%-2.1pp |
| Annual return | 25.83% | 53.87%-28.0pp | 276.60%-250.8pp | 28.51%-2.7pp |
| Employer contribution / active EE | $3,529 | $3,191+10.6% | $4,644-24.0% | $2,270+55.4% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $2 | $551-99.6% | $9,309-100.0% | $513-99.6% |