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.11+ 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.6 years 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 | $126,417 | $87,870+43.9% | $113,168+11.7% | $74,304+70.1% |
| Participation rate | 95.9% | 70.7%+25.2pp | 76.6%+19.3pp | 60.3%+35.6pp |
| Annual return | 13.27% | 26.44%-13.2pp | 24.27%-11.0pp | 29.43%-16.2pp |
| Employer contribution / active EE | $1,700 | $2,277-25.3% | $2,975-42.8% | $2,241-24.1% |
| Participant deferral / active EE | $7,446 | $4,241+75.6% | $5,107+45.8% | $3,767+97.6% |
| Admin fee / account holder | $9 | $3,368-99.7% | $12,068-99.9% | $2,969-99.7% |