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.10+ years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $6,807 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $541,335 | $129,021+319.6% | $184,203+193.9% | $77,643+597.2% |
| Participation rate | 99.1% | 87.3%+11.7pp | 86.8%+12.3pp | 70.6%+28.5pp |
| Annual return | 15.85% | 33.27%-17.4pp | 28.81%-13.0pp | 31.24%-15.4pp |
| Employer contribution / active EE | $20,579 | $4,413+366.3% | $6,427+220.2% | $2,726+655.0% |
| Participant deferral / active EE | $25,360 | $7,297+247.5% | $9,131+177.7% | $4,647+445.7% |
| Admin fee / account holder | $0 | $254-99.9% | $13,901-100.0% | $430-100.0% |