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.3+ years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Float rev... | $6,956 |
Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $10 |
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 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 | $314,844 | $81,537+286.1% | $149,718+110.3% | $69,631+352.2% |
| Participation rate | 98.4% | 86.1%+12.3pp | 87.1%+11.4pp | 70.7%+27.7pp |
| Annual return | 21.19% | 22.79%-1.6pp | 1501.63%-1480.4pp | 27571.02%-27549.8pp |
| Employer contribution / active EE | $15,965 | $3,239+392.9% | $5,445+193.2% | $2,032+685.6% |
| Participant deferral / active EE | $16,424 | $4,994+228.9% | $6,569+150.0% | $3,224+409.5% |
| Admin fee / account holder | $5 | $107-95.3% | $11,283-100.0% | $110-95.4% |