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 28 · EIN 26-4310632 | Investment Management | $26,571 |
CHARLES SCHWAB & CO., INC.3+ years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $712 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $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 | $194,944 | $63,299+208.0% | $91,001+114.2% | $62,292+213.0% |
| Participation rate | 98.0% | 73.3%+24.7pp | 75.6%+22.4pp | 69.5%+28.5pp |
| Annual return | 16.07% | 20.99%-4.9pp | 4.60%+11.5pp | 28.90%-12.8pp |
| Employer contribution / active EE | $8,463 | $1,807+368.4% | $2,456+244.6% | $2,042+314.4% |
| Participant deferral / active EE | $8,500 | $2,943+188.9% | $3,547+139.6% | $3,169+168.2% |
| Admin fee / account holder | $132 | $468-71.8% | $5,417-97.6% | $479-72.4% |