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.11+ years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $5,329 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $630,603 | $131,799+378.5% | $200,582+214.4% | $85,563+637.0% |
| Participation rate | 97.2% | 87.9%+9.3pp | 86.9%+10.3pp | 66.0%+31.2pp |
| Annual return | 16.97% | 21.59%-4.6pp | 42.33%-25.4pp | 31.51%-14.5pp |
| Employer contribution / active EE | $21,345 | $4,532+371.0% | $6,419+232.5% | $2,654+704.4% |
| Participant deferral / active EE | $25,960 | $7,702+237.1% | $9,331+178.2% | $4,375+493.3% |
| Admin fee / account holder | $0 | $235-100.0% | $16,305-100.0% | $834-100.0% |