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 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,770 | $84,936+54.0% | $111,297+17.5% | $79,386+64.7% |
| Participation rate | 98.4% | 75.9%+22.6pp | 77.3%+21.1pp | 70.7%+27.7pp |
| Annual return | -18.13% | 17.45%-35.6pp | 54.65%-72.8pp | 116.85%-135.0pp |
| Employer contribution / active EE | $1,485 | $1,979-25.0% | $2,731-45.6% | $2,427-38.8% |
| Participant deferral / active EE | $7,837 | $3,888+101.5% | $4,487+74.6% | $4,046+93.7% |
| Admin fee / account holder | $24 | $537-95.5% | $7,964-99.7% | $626-96.2% |