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 6-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 |
|---|---|---|
Filed as: CHARLES SCHWAB & CO. INC AND AFFIL Service code 15 · EIN 94-1737782 | Recordkeeping | $24,357 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,024 | $96,486-53.3% | $153,485-70.7% | $77,643-42.0% |
| Participation rate | 84.0% | 81.6%+2.4pp | 77.1%+7.0pp | 70.6%+13.5pp |
| Annual return | 12.65% | 14.44%-1.8pp | 15.65%-3.0pp | 31.24%-18.6pp |
| Employer contribution / active EE | $4,190 | $5,224-19.8% | $5,039-16.8% | $2,726+53.7% |
| Participant deferral / active EE | $4,904 | $6,609-25.8% | $6,757-27.4% | $4,647+5.5% |
| Admin fee / account holder | $55 | $182-70.1% | $12,724-99.6% | $430-87.3% |