Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 Filed as: CHARLES SCHWAB & CO, INC. Service code 21 · EIN 94-1737782 | Bank Trustee | $31,105 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,157 | $76,407-25.2% | $150,298-62.0% | $82,448-30.7% |
| Participation rate | 95.7% | 66.4%+29.3pp | 77.8%+18.0pp | 68.1%+27.7pp |
| Annual return | 9.40% | 39.99%-30.6pp | 62.79%-53.4pp | 41.64%-32.2pp |
| Employer contribution / active EE | $10,106 | $2,614+286.6% | $4,154+143.3% | $2,551+296.2% |
| Participant deferral / active EE | $0 | $3,214-100.0% | $5,453-100.0% | $4,139-100.0% |
| Admin fee / account holder | $264 | $6,352-95.9% | $14,116-98.1% | $7,234-96.4% |