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.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $5,656 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $1,967 |
CHARLES SCHWAB & CO., INC.8+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,386 | $50,199+40.2% | $70,092+0.4% | $66,914+5.2% |
| Participation rate | 57.7% | 66.3%-8.6pp | 70.5%-12.8pp | 69.8%-12.1pp |
| Annual return | -15.82% | -13.85%-2.0pp | 190.73%-206.6pp | 1.58%-17.4pp |
| Employer contribution / active EE | $0 | $1,864-100.0% | $2,559-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $3,218 | $3,112+3.4% | $3,849-16.4% | $4,237-24.0% |
| Admin fee / account holder | $13 | $600-97.9% | $6,267-99.8% | $593-97.9% |