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.4 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.6 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 | $149,092 | $95,274+56.5% | $135,903+9.7% | $74,419+100.3% |
| Participation rate | 94.4% | 78.2%+16.2pp | 81.9%+12.5pp | 70.7%+23.6pp |
| Annual return | 21.02% | 32.77%-11.7pp | 68.23%-47.2pp | 34.38%-13.4pp |
| Employer contribution / active EE | $11,217 | $3,874+189.5% | $4,856+131.0% | $2,637+325.3% |
| Participant deferral / active EE | $0 | $7,782-100.0% | $7,758-100.0% | $4,528-100.0% |
| Admin fee / account holder | $12 | $266-95.5% | $10,762-99.9% | $348-96.5% |