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.6+ years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Float revenue; ... | $4,346 |
CHARLES SCHWAB & CO., INC.6+ 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 | $451,213 | $111,608+304.3% | $177,821+153.7% | $73,409+514.7% |
| Participation rate | 98.4% | 87.9%+10.5pp | 87.7%+10.6pp | 72.2%+26.2pp |
| Annual return | 21.68% | 18.23%+3.4pp | 48.32%-26.6pp | 59.29%-37.6pp |
| Employer contribution / active EE | $17,467 | $3,796+360.1% | $5,918+195.1% | $2,234+682.0% |
| Participant deferral / active EE | $20,990 | $6,199+238.6% | $7,714+172.1% | $3,805+451.6% |
| Admin fee / account holder | $6 | $166-96.6% | $12,427-100.0% | $158-96.4% |