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 6-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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.2+ years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage; ... | $243 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $46,189 | $75,183-38.6% | $123,892-62.7% | $55,167-16.3% |
| Participation rate | 81.1% | 72.8%+8.3pp | 81.4%-0.3pp | 69.0%+12.1pp |
| Annual return | 5.52% | 19.01%-13.5pp | 47.52%-42.0pp | 169.23%-163.7pp |
| Employer contribution / active EE | $3,067 | $2,823+8.6% | $4,617-33.6% | $1,963+56.3% |
| Participant deferral / active EE | $0 | $5,084-100.0% | $5,984-100.0% | $3,054-100.0% |
| Admin fee / account holder | $31 | $663-95.3% | $8,357-99.6% | $504-93.9% |