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.4+ years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage c... | $70 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES 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 | $50,545 | $73,102-30.9% | $123,544-59.1% | $56,287-10.2% |
| Participation rate | 88.4% | 74.3%+14.1pp | 82.3%+6.1pp | 69.9%+18.5pp |
| Annual return | -4.02% | 3.01%-7.0pp | 119.20%-123.2pp | -9.96%+5.9pp |
| Employer contribution / active EE | $4,097 | $2,977+37.6% | $4,628-11.5% | $2,111+94.1% |
| Participant deferral / active EE | $0 | $5,423-100.0% | $6,426-100.0% | $3,350-100.0% |
| Admin fee / account holder | $26 | $554-95.3% | $9,284-99.7% | $521-95.0% |