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 21 · EIN 39-0394950 | Bank Trustee | $26,205 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $14,738 |
CHARLES SCHWAB & CO., INC.2 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,202 | $86,897+75.2% | $151,611+0.4% | $64,808+134.9% |
| Participation rate | 97.6% | 87.3%+10.3pp | 87.5%+10.1pp | 71.5%+26.1pp |
| Annual return | -15.41% | -3.57%-11.8pp | 3.33%-18.7pp | 32.82%-48.2pp |
| Employer contribution / active EE | $9,650 | $4,010+140.7% | $6,166+56.5% | $2,506+285.1% |
| Participant deferral / active EE | $10,116 | $6,690+51.2% | $8,363+21.0% | $4,310+134.7% |
| Admin fee / account holder | $64 | $153-58.3% | $11,616-99.5% | $188-66.0% |