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.7 years Filed as: CHARLES SCHWAB & CO,.INC Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,192 | $66,457-26.0% | $81,382-39.6% | $77,643-36.6% |
| Participation rate | 60.7% | 68.7%-8.0pp | 69.5%-8.8pp | 70.6%-9.9pp |
| Annual return | 11.96% | 15.93%-4.0pp | 24.73%-12.8pp | 31.24%-19.3pp |
| Employer contribution / active EE | $2,606 | $2,159+20.7% | $2,463+5.8% | $2,726-4.4% |
| Participant deferral / active EE | $3,313 | $3,679-10.0% | $3,883-14.7% | $4,647-28.7% |
| Admin fee / account holder | $26 | $583-95.5% | $5,768-99.5% | $430-93.9% |