Filed December 21, 2016
Total covered: 1,658 employees
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 10-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.2+ years Filed as: CHARLES SCHWAB & COMPANY Service code 18 · EIN 94-1737782 | Custodial (other than securities); Cu... | $19,383 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,721 | $88,730+140.9% | $82,313+159.6% | $77,958+174.1% |
| Participation rate | 99.3% | 84.5%+14.8pp | 76.9%+22.4pp | 71.6%+27.7pp |
| Annual return | 17.40% | 20.88%-3.5pp | 25.88%-8.5pp | 20.87%-3.5pp |
| Employer contribution / active EE | $7,193 | $2,758+160.8% | $2,428+196.2% | $2,310+211.3% |
| Participant deferral / active EE | $10,385 | $4,634+124.1% | $3,706+180.2% | $3,537+193.7% |
| Admin fee / account holder | $0 | $74-100.0% | $5,608-100.0% | $97-100.0% |