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.6+ years Filed as: CHARLES SCHWAB & CO. INC. Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,304 | $79,519+22.4% | $95,952+1.4% | $73,409+32.6% |
| Participation rate | 98.6% | 81.2%+17.5pp | 77.1%+21.6pp | 72.2%+26.5pp |
| Annual return | 12.53% | 19.20%-6.7pp | 91.61%-79.1pp | 59.29%-46.8pp |
| Employer contribution / active EE | $1,177 | $2,048-42.5% | $2,541-53.7% | $2,234-47.3% |
| Participant deferral / active EE | $4,946 | $4,138+19.5% | $4,167+18.7% | $3,805+30.0% |
| Admin fee / account holder | $9 | $184-95.0% | $6,795-99.9% | $158-94.2% |