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.3 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.5 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 | $153,291 | $82,202+86.5% | $125,339+22.3% | $64,808+136.5% |
| Participation rate | 74.4% | 77.9%-3.5pp | 82.4%-8.0pp | 71.5%+2.9pp |
| Annual return | -12.88% | 3.48%-16.4pp | 572.05%-584.9pp | 32.82%-45.7pp |
| Employer contribution / active EE | $8,781 | $3,615+142.9% | $4,814+82.4% | $2,506+250.4% |
| Participant deferral / active EE | $0 | $7,175-100.0% | $7,446-100.0% | $4,310-100.0% |
| Admin fee / account holder | $5 | $163-96.7% | $10,010-99.9% | $188-97.1% |