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 |
|---|---|---|
Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
Service code 58 · EIN 94-1737782 | Product termination fees (surrender c... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $61,931 | $35,485+74.5% | $74,550-16.9% | $55,725+11.1% |
| Participation rate | 61.3% | 62.5%-1.3pp | 69.1%-7.9pp | 70.9%-9.6pp |
| Annual return | -4.29% | 0.72%-5.0pp | 32.53%-36.8pp | 244.93%-249.2pp |
| Employer contribution / active EE | $316 | $777-59.3% | $1,961-83.9% | $2,078-84.8% |
| Participant deferral / active EE | $2,330 | $2,181+6.8% | $3,108-25.0% | $3,356-30.6% |
| Admin fee / account holder | $24 | $114-79.3% | $5,060-99.5% | $115-79.5% |