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.6+ years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $138 |
Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $336,065 | $136,307+146.6% | $177,821+89.0% | $73,488+357.3% |
| Participation rate | 96.5% | 86.1%+10.4pp | 87.7%+8.8pp | 70.7%+25.8pp |
| Annual return | 19.64% | 18.68%+1.0pp | 48.32%-28.7pp | 28.51%-8.9pp |
| Employer contribution / active EE | $6,831 | $3,712+84.0% | $5,918+15.4% | $2,270+200.9% |
| Participant deferral / active EE | $10,489 | $5,829+80.0% | $7,714+36.0% | $3,740+180.5% |
| Admin fee / account holder | $5 | $596-99.1% | $12,427-100.0% | $513-99.0% |