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.3+ years Filed as: SHAREBUILDER Service code 27 83 SOUTH KING STREET STE 700 · SEATTLE, WA 98104 | Advisory (Plan) | $20,312 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,043 | $73,102-80.8% | $123,544-88.6% | $56,287-75.1% |
| Participation rate | 81.6% | 74.3%+7.2pp | 82.3%-0.7pp | 69.9%+11.7pp |
| Annual return | -4.62% | 3.01%-7.6pp | 119.20%-123.8pp | -9.96%+5.3pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $5,718 | $5,423+5.4% | $6,426-11.0% | $3,350+70.7% |
| Admin fee / account holder | $69 | $554-87.6% | $9,284-99.3% | $521-86.8% |