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 |
|---|---|---|
Service code 26 · EIN 27-0896966 | Advisory (Participants) | $39,996 |
Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $827 |
Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $488,343 | $155,795+213.5% | $136,294+258.3% | $69,631+601.3% |
| Participation rate | 99.0% | 75.2%+23.7pp | 81.9%+17.0pp | 70.7%+28.3pp |
| Annual return | 15.62% | 232464.33%-232448.7pp | 5155.94%-5140.3pp | 27571.02%-27555.4pp |
| Employer contribution / active EE | $17,066 | $2,991+470.6% | $4,695+263.5% | $2,032+739.8% |
| Participant deferral / active EE | $0 | $5,394-100.0% | $6,247-100.0% | $3,224-100.0% |
| Admin fee / account holder | $2 | $128-98.4% | $9,243-100.0% | $110-98.1% |