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 COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $80 |
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 | $149,853 | $75,183+99.3% | $123,892+21.0% | $55,167+171.6% |
| Participation rate | 92.0% | 72.8%+19.2pp | 81.4%+10.6pp | 69.0%+23.0pp |
| Annual return | 17.15% | 19.01%-1.9pp | 47.52%-30.4pp | 169.23%-152.1pp |
| Employer contribution / active EE | $2,617 | $2,823-7.3% | $4,617-43.3% | $1,963+33.3% |
| Participant deferral / active EE | $7,607 | $5,084+49.6% | $5,984+27.1% | $3,054+149.1% |
| Admin fee / account holder | $8 | $663-98.8% | $8,357-99.9% | $504-98.5% |