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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.4 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,279 | $104,317+92.9% | $159,436+26.2% | $86,799+131.9% |
| Participation rate | 70.3% | 77.7%-7.4pp | 82.8%-12.5pp | 72.3%-1.9pp |
| Annual return | 159.03% | 26.32%+132.7pp | 263.57%-104.5pp | 97.91%+61.1pp |
| Employer contribution / active EE | $9,388 | $3,451+172.0% | $4,829+94.4% | $2,405+290.3% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $7,352-100.0% | $4,131-100.0% |
| Admin fee / account holder | $3 | $172-98.3% | $10,799-100.0% | $170-98.3% |