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 |
|---|---|---|
Filed as: CHARLES SCHWAB & CO,.INC Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB & CO. INC & AFFILIAT Service code 59 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $27,720 | $43,504-36.3% | $68,793-59.7% | $56,287-50.8% |
| Participation rate | 56.8% | 67.8%-11.0pp | 72.2%-15.4pp | 69.9%-13.0pp |
| Annual return | -4.67% | -3.15%-1.5pp | -4.63%0pp | -9.96%+5.3pp |
| Employer contribution / active EE | $1,277 | $1,525-16.3% | $2,625-51.4% | $2,111-39.5% |
| Participant deferral / active EE | $1,841 | $2,509-26.6% | $3,311-44.4% | $3,350-45.0% |
| Admin fee / account holder | $11 | $515-97.9% | $5,131-99.8% | $521-98.0% |