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 TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $9,448 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $5,356 |
CHARLES SCHWAB & CO., INC.2 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,377 | $56,485-2.0% | $185,823-70.2% | $86,799-36.2% |
| Participation rate | 70.4% | 65.5%+5.0pp | 81.7%-11.3pp | 72.3%-1.8pp |
| Annual return | 18.90% | 118.04%-99.1pp | 122.05%-103.1pp | 97.91%-79.0pp |
| Employer contribution / active EE | $2,113 | $1,843+14.7% | $5,167-59.1% | $2,405-12.2% |
| Participant deferral / active EE | $4,599 | $2,553+80.1% | $5,568-17.4% | $4,131+11.3% |
| Admin fee / account holder | $9 | $150-94.0% | $16,237-99.9% | $170-94.7% |