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.8+ years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $4,308 |
CHARLES SCHWAB & CO., INC.8+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $382,543 | $86,897+340.2% | $151,611+152.3% | $64,808+490.3% |
| Participation rate | 98.1% | 87.3%+10.8pp | 87.5%+10.6pp | 71.5%+26.6pp |
| Annual return | -17.45% | -3.57%-13.9pp | 3.33%-20.8pp | 32.82%-50.3pp |
| Employer contribution / active EE | $18,048 | $4,010+350.1% | $6,166+192.7% | $2,506+620.3% |
| Participant deferral / active EE | $21,613 | $6,690+223.1% | $8,363+158.4% | $4,310+401.4% |
| Admin fee / account holder | $2 | $153-98.7% | $11,616-100.0% | $188-98.9% |