Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,739 | $50,385-46.9% | $75,501-64.6% | $62,293-57.1% |
| Participation rate | 55.3% | 67.7%-12.5pp | 72.4%-17.1pp | 69.5%-14.3pp |
| Annual return | 14.31% | 19.90%-5.6pp | 27.35%-13.0pp | 28.90%-14.6pp |
| Employer contribution / active EE | $856 | $1,537-44.3% | $2,352-63.6% | $2,042-58.1% |
| Participant deferral / active EE | $1,442 | $2,445-41.0% | $3,142-54.1% | $3,169-54.5% |
| Admin fee / account holder | $22 | $384-94.2% | $5,801-99.6% | $479-95.4% |