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 & CO. INC. Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage; ... | $5,711 |
CHARLES SCHWAB & CO., INC.2+ 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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $261,802 | $71,802+264.6% | $133,980+95.4% | $57,658+354.1% |
| Participation rate | 97.5% | 85.5%+12.0pp | 87.1%+10.4pp | 70.2%+27.3pp |
| Annual return | 8.35% | 13.51%-5.2pp | 29.30%-20.9pp | 5.13%+3.2pp |
| Employer contribution / active EE | $15,786 | $3,161+399.3% | $5,211+202.9% | $1,974+699.8% |
| Participant deferral / active EE | $16,217 | $4,606+252.1% | $6,282+158.1% | $3,061+429.9% |
| Admin fee / account holder | $2 | $88-97.4% | $9,324-100.0% | $95-97.6% |