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: SHAREBUILDER Service code 27 83 SOUTH KING STREET STE 700 · SEATTLE, WA 98104 | Advisory (Plan) | $11,528 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $14,889 | $80,753-81.6% | $136,294-89.1% | $62,292-76.1% |
| Participation rate | 82.1% | 73.5%+8.6pp | 81.9%+0.2pp | 69.5%+12.6pp |
| Annual return | 52.35% | 35.83%+16.5pp | 5155.94%-5103.6pp | 28.90%+23.5pp |
| Employer contribution / active EE | $33 | $2,884-98.9% | $4,695-99.3% | $2,042-98.4% |
| Participant deferral / active EE | $5,207 | $5,164+0.8% | $6,247-16.6% | $3,169+64.3% |
| Admin fee / account holder | $52 | $525-90.1% | $9,243-99.4% | $479-89.1% |