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 19 · EIN 51-0396365 | Securities Custodian | $39,172 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB & CO INC Service code 59 · EIN 94-1737782 | 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 | $29,681 | $45,382-34.6% | $154,107-80.7% | $75,289-60.6% |
| Participation rate | 80.7% | 65.9%+14.8pp | 83.0%-2.3pp | 72.4%+8.3pp |
| Annual return | -3.00% | -0.47%-2.5pp | 735.12%-738.1pp | -0.04%-3.0pp |
| Employer contribution / active EE | $785 | $1,533-48.8% | $5,298-85.2% | $2,405-67.3% |
| Participant deferral / active EE | $2,092 | $2,384-12.2% | $5,081-58.8% | $3,739-44.0% |
| Admin fee / account holder | $20 | $89-77.3% | $13,411-99.8% | $102-80.2% |