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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.8+ years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage c... | $578 |
Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $264,151 | $72,254+265.6% | $86,677+204.8% | $64,808+307.6% |
| Participation rate | 78.5% | 80.4%-1.9pp | 76.6%+1.9pp | 71.5%+7.0pp |
| Annual return | -21.46% | 392.42%-413.9pp | 35.91%-57.4pp | 32.82%-54.3pp |
| Employer contribution / active EE | $3,679 | $2,393+53.8% | $2,836+29.7% | $2,506+46.8% |
| Participant deferral / active EE | $4,872 | $4,658+4.6% | $4,656+4.7% | $4,310+13.0% |
| Admin fee / account holder | $204 | $174+17.1% | $7,493-97.3% | $188+8.4% |