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 |
|---|---|---|
Service code 15 · EIN 36-4389114 | Recordkeeping | $44,698 |
Service code 27 · EIN 94-3428956 | Advisory (Plan) | $15,968 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 16 · EIN 82-3967259 | Consulting | $9,248 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB AND CO., INC. Service code 19 · EIN 94-1737782 | Securities Custodian | $51 |
CHARLES SCHWAB & CO., INC.7 years Service code 59 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,446 | $106,110-41.1% | $147,005-57.5% | $77,671-19.6% |
| Participation rate | 97.1% | 78.4%+18.7pp | 82.2%+15.0pp | 70.6%+26.6pp |
| Annual return | 19.71% | 56.77%-37.1pp | 418.76%-399.1pp | 31.21%-11.5pp |
| Employer contribution / active EE | $2,652 | $4,065-34.7% | $4,934-46.2% | $2,726-2.7% |
| Participant deferral / active EE | $7,069 | $7,992-11.5% | $8,070-12.4% | $4,648+52.1% |
| Admin fee / account holder | $108 | $338-68.0% | $13,006-99.2% | $430-74.9% |