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.7+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Direct pa... | $142 |
CHARLES SCHWAB & CO., INC.7+ 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 | $930,141 | $125,758+639.6% | $169,993+447.2% | $75,163+1137.5% |
| Participation rate | 97.9% | 83.6%+14.3pp | 87.0%+10.9pp | 67.2%+30.7pp |
| Annual return | 15.29% | 27.20%-11.9pp | 53.37%-38.1pp | 160.62%-145.3pp |
| Employer contribution / active EE | $10,548 | $4,615+128.6% | $6,785+55.5% | $2,670+295.1% |
| Participant deferral / active EE | $18,987 | $6,837+177.7% | $10,408+82.4% | $4,125+360.3% |
| Admin fee / account holder | $23 | $8,173-99.7% | $12,815-99.8% | $5,651-99.6% |