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.8+ years Filed as: CHARLES SCHWAB & CO. INC. Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3 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 | $107,583 | $65,435+64.4% | $86,677+24.1% | $66,914+60.8% |
| Participation rate | 91.4% | 75.5%+16.0pp | 76.6%+14.8pp | 69.8%+21.6pp |
| Annual return | -18.44% | -10.89%-7.6pp | 35.91%-54.3pp | 1.58%-20.0pp |
| Employer contribution / active EE | $1,521 | $2,153-29.3% | $2,836-46.4% | $2,544-40.2% |
| Participant deferral / active EE | $6,770 | $4,100+65.1% | $4,656+45.4% | $4,237+59.8% |
| Admin fee / account holder | $15 | $642-97.7% | $7,493-99.8% | $593-97.5% |