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.1+ years Filed as: REA & ASSOCIATES, INC. Service code 99 | Other Fees | $2,497 |
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 | $40,702 | $41,854-2.8% | $73,843-44.9% | $52,331-22.2% |
| Participation rate | 80.9% | 66.2%+14.6pp | 73.4%+7.4pp | 68.1%+12.8pp |
| Annual return | 0.62% | 2.11%-1.5pp | 2267.84%-2267.2pp | 4.54%-3.9pp |
| Employer contribution / active EE | $761 | $1,920-60.4% | $2,787-72.7% | $1,882-59.6% |
| Participant deferral / active EE | $2,402 | $2,498-3.9% | $3,583-33.0% | $3,022-20.5% |
| Admin fee / account holder | $11 | $493-97.7% | $4,880-99.8% | $592-98.1% |