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 8-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.1+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $412 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $1,496 | $48,261-96.9% | $68,793-97.8% | $55,725-97.3% |
| Participation rate | 89.5% | 71.0%+18.5pp | 72.2%+17.3pp | 70.9%+18.7pp |
| Annual return | 0.00% | -2.61%+2.6pp | -4.63%+4.6pp | 244.93%-244.9pp |
| Employer contribution / active EE | $44 | $1,742-97.5% | $2,625-98.3% | $2,078-97.9% |
| Participant deferral / active EE | $1,479 | $2,712-45.5% | $3,311-55.3% | $3,356-55.9% |
| Admin fee / account holder | $2 | $126-98.7% | $5,131-100.0% | $115-98.5% |