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 9-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.5+ years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2 years Service code 59 · EIN 94-1737782 | 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 | $73,949 | $64,286+15.0% | $90,951-18.7% | $73,409+0.7% |
| Participation rate | 94.4% | 63.6%+30.8pp | 69.0%+25.4pp | 72.2%+22.2pp |
| Annual return | 11.36% | 21.45%-10.1pp | 134.60%-123.2pp | 59.29%-47.9pp |
| Employer contribution / active EE | $636 | $895-28.9% | $2,122-70.0% | $2,234-71.5% |
| Participant deferral / active EE | $5,070 | $2,453+106.7% | $3,373+50.3% | $3,805+33.2% |
| Admin fee / account holder | $2 | $287-99.4% | $5,959-100.0% | $158-99.0% |