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 |
|---|---|---|
Filed as: CHARLES SCHWAB BANK Service code 19 | Securities Custodian | $4,309 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,965 | $65,376+109.5% | $87,100+57.2% | $65,185+110.1% |
| Participation rate | 100.0% | 75.3%+24.7pp | 76.9%+23.1pp | 70.2%+29.8pp |
| Annual return | 20.85% | 31.27%-10.4pp | 28.19%-7.3pp | 29.38%-8.5pp |
| Employer contribution / active EE | $2,330 | $1,822+27.8% | $2,521-7.6% | $2,177+7.0% |
| Participant deferral / active EE | $4,026 | $3,388+18.8% | $4,049-0.6% | $3,514+14.6% |
| Admin fee / account holder | $0 | $520-100.0% | $7,497-100.0% | $847-100.0% |