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.8+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Direct payment ... | $364 |
Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $827,198 | $138,347+497.9% | $184,203+349.1% | $80,856+923.0% |
| Participation rate | 95.7% | 83.9%+11.8pp | 86.8%+8.9pp | 67.6%+28.1pp |
| Annual return | 10.54% | 20.02%-9.5pp | 28.81%-18.3pp | 35.59%-25.1pp |
| Employer contribution / active EE | $10,663 | $4,850+119.8% | $6,427+65.9% | $2,755+287.1% |
| Participant deferral / active EE | $19,225 | $7,071+171.9% | $9,131+110.5% | $4,296+347.5% |
| Admin fee / account holder | $28 | $10,483-99.7% | $13,901-99.8% | $6,918-99.6% |