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.2+ years Filed as: CHARLES SCHWAB BANK Service code 19 | Securities Custodian | $2,064 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $21 |
CHARLES SCHWAB & CO., INC.2+ years Service code 18 · EIN 94-1737782 | Shareholder servicing fees; Custodial... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $42,975 | $60,349-28.8% | $74,183-42.1% | $62,891-31.7% |
| Participation rate | 67.6% | 72.7%-5.2pp | 76.6%-9.1pp | 69.3%-1.7pp |
| Annual return | 9.75% | 21.37%-11.6pp | 17.74%-8.0pp | 20.14%-10.4pp |
| Employer contribution / active EE | $437 | $1,680-74.0% | $2,370-81.6% | $2,281-80.9% |
| Participant deferral / active EE | $2,604 | $2,856-8.8% | $3,550-26.6% | $3,203-18.7% |
| Admin fee / account holder | $3 | $4,261-99.9% | $5,586-99.9% | $4,296-99.9% |