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.4+ years Filed as: CHARLES SCHWAB & COMPANY Service code 18 · EIN 94-1737782 | Custodial (other than securities); Cu... | $10,111 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $228,937 | $105,247+117.5% | $87,100+162.8% | $77,787+194.3% |
| Participation rate | 100.0% | 85.8%+14.2pp | 76.9%+23.1pp | 73.2%+26.8pp |
| Annual return | 18.30% | 24.52%-6.2pp | 28.19%-9.9pp | 32.57%-14.3pp |
| Employer contribution / active EE | $8,049 | $2,895+178.1% | $2,521+219.2% | $2,504+221.4% |
| Participant deferral / active EE | $11,778 | $5,060+132.8% | $4,049+190.9% | $3,967+196.9% |
| Admin fee / account holder | $0 | $104-100.0% | $7,497-100.0% | $100-100.0% |