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.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $9,385 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $7,870 |
CHARLES SCHWAB & CO., INC.8 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,513 | $91,760+70.6% | $156,181+0.2% | $67,986+130.2% |
| Participation rate | 98.1% | 65.0%+33.0pp | 78.8%+19.2pp | 57.2%+40.9pp |
| Annual return | 5.00% | 18.14%-13.1pp | 64.87%-59.9pp | 31.67%-26.7pp |
| Employer contribution / active EE | $7,564 | $2,419+212.6% | $4,294+76.2% | $2,019+274.7% |
| Participant deferral / active EE | $8,540 | $3,960+115.6% | $6,132+39.3% | $3,358+154.3% |
| Admin fee / account holder | $51 | $3,949-98.7% | $14,586-99.6% | $3,203-98.4% |