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.2+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Float r... | $1,942 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $607,649 | $94,529+542.8% | $140,016+334.0% | $64,186+846.7% |
| Participation rate | 98.0% | 84.1%+13.9pp | 87.5%+10.5pp | 69.6%+28.4pp |
| Annual return | -8.74% | 7.77%-16.5pp | 651.12%-659.9pp | 7.63%-16.4pp |
| Employer contribution / active EE | $18,834 | $3,812+394.0% | $5,606+236.0% | $2,381+691.1% |
| Participant deferral / active EE | $15,598 | $5,250+197.1% | $6,927+125.2% | $3,470+349.6% |
| Admin fee / account holder | $16 | $6,741-99.8% | $10,705-99.9% | $4,888-99.7% |