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 8-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 |
|---|---|---|
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $2,485 |
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 | $32,483 | $54,573-40.5% | $90,951-64.3% | $73,488-55.8% |
| Participation rate | 98.6% | 61.2%+37.4pp | 69.0%+29.6pp | 70.7%+27.9pp |
| Annual return | 20.88% | 16.69%+4.2pp | 134.60%-113.7pp | 28.51%-7.6pp |
| Employer contribution / active EE | $1,207 | $991+21.8% | $2,122-43.1% | $2,270-46.8% |
| Participant deferral / active EE | $1,997 | $2,517-20.7% | $3,373-40.8% | $3,740-46.6% |
| Admin fee / account holder | $32 | $521-93.9% | $5,959-99.5% | $513-93.8% |