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.3+ years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage c... | $1,057 |
CHARLES SCHWAB & CO., INC.3+ 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 | $709,382 | $109,359+548.7% | $162,163+337.4% | $72,985+872.0% |
| Participation rate | 98.0% | 84.3%+13.7pp | 87.6%+10.4pp | 69.5%+28.5pp |
| Annual return | 19.46% | 25.46%-6.0pp | 115.59%-96.1pp | 81.00%-61.5pp |
| Employer contribution / active EE | $18,637 | $3,907+377.0% | $5,614+232.0% | $2,440+663.9% |
| Participant deferral / active EE | $16,041 | $5,481+192.7% | $7,298+119.8% | $3,607+344.7% |
| Admin fee / account holder | $19 | $7,972-99.8% | $10,843-99.8% | $5,124-99.6% |