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 & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $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 | $27,118 | $58,083-53.3% | $80,019-66.1% | $56,287-51.8% |
| Participation rate | 66.7% | 73.6%-6.9pp | 75.8%-9.2pp | 69.9%-3.2pp |
| Annual return | -5.85% | 34.61%-40.5pp | 11.22%-17.1pp | -9.96%+4.1pp |
| Employer contribution / active EE | $728 | $1,932-62.3% | $2,468-70.5% | $2,111-65.5% |
| Participant deferral / active EE | $1,820 | $3,135-41.9% | $3,686-50.6% | $3,350-45.7% |
| Admin fee / account holder | $6 | $623-99.0% | $6,521-99.9% | $521-98.8% |