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.6+ years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage; ... | $335 |
CHARLES SCHWAB & CO., INC.6+ 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $807,582 | $110,094+633.5% | $151,611+432.7% | $68,494+1079.0% |
| Participation rate | 96.9% | 84.0%+13.0pp | 87.5%+9.4pp | 67.9%+29.1pp |
| Annual return | -13.63% | -10.12%-3.5pp | 3.33%-17.0pp | -7.84%-5.8pp |
| Employer contribution / active EE | $7,931 | $4,471+77.4% | $6,166+28.6% | $2,596+205.5% |
| Participant deferral / active EE | $17,692 | $6,527+171.0% | $8,363+111.5% | $4,027+339.3% |
| Admin fee / account holder | $22 | $7,719-99.7% | $11,616-99.8% | $5,403-99.6% |