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 9-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.1+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Direct payment ... | $1,680 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $656,208 | $89,739+631.2% | $149,718+338.3% | $62,292+953.4% |
| Participation rate | 97.1% | 85.1%+12.0pp | 87.1%+10.0pp | 69.5%+27.5pp |
| Annual return | 15.85% | 21.01%-5.2pp | 1501.63%-1485.8pp | 28.90%-13.0pp |
| Employer contribution / active EE | $17,309 | $3,233+435.4% | $5,445+217.9% | $2,042+747.6% |
| Participant deferral / active EE | $12,891 | $4,797+168.7% | $6,569+96.2% | $3,169+306.8% |
| Admin fee / account holder | $1 | $551-99.9% | $11,283-100.0% | $479-99.9% |