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 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $30 |
Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
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 | $109,712 | $155,795-29.6% | $136,294-19.5% | $69,631+57.6% |
| Participation rate | 90.7% | 75.2%+15.4pp | 81.9%+8.8pp | 70.7%+20.0pp |
| Annual return | 25.61% | 232464.33%-232438.7pp | 5155.94%-5130.3pp | 27571.02%-27545.4pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $4,695-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $12,210 | $5,394+126.4% | $6,247+95.4% | $3,224+278.8% |
| Admin fee / account holder | $1 | $128-99.5% | $9,243-100.0% | $110-99.4% |