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 15 · EIN 36-4389114 | Recordkeeping | $24,255 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB BANK Service code 19 | Securities Custodian | $2,395 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $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 | $20,439 | $58,879-65.3% | $178,490-88.5% | $73,488-72.2% |
| Participation rate | 89.6% | 66.2%+23.4pp | 81.9%+7.7pp | 70.7%+19.0pp |
| Annual return | 12.61% | 24.86%-12.3pp | 151.07%-138.5pp | 28.51%-15.9pp |
| Employer contribution / active EE | $1,013 | $2,236-54.7% | $5,011-79.8% | $2,270-55.4% |
| Participant deferral / active EE | $1,556 | $2,567-39.4% | $5,202-70.1% | $3,740-58.4% |
| Admin fee / account holder | $118 | $400-70.4% | $13,984-99.2% | $513-76.9% |