Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO INC AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $36,224-100.0% | $284,260-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.2%-17.2pp | 2.1%-2.1pp |
| Annual return | 13.75% | 9.01%+4.7pp | 44.37%-30.6pp | 9.16%+4.6pp |
| Employer contribution / active EE | $90,919 | $12,829+608.7% | $36,004+152.5% | $19,955+355.6% |
| Participant deferral / active EE | $0 | $758-100.0% | $159-100.0% | $1,073-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $266,169-100.0% | $200-100.0% |