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.7+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Float revenue; ... | $363 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $383,763 | $121,341+216.3% | $189,513+102.5% | $79,386+383.4% |
| Participation rate | 96.4% | 86.1%+10.3pp | 87.8%+8.6pp | 70.7%+25.7pp |
| Annual return | 17.11% | 21.08%-4.0pp | 555.15%-538.0pp | 116.85%-99.7pp |
| Employer contribution / active EE | $7,209 | $3,915+84.1% | $6,162+17.0% | $2,427+197.0% |
| Participant deferral / active EE | $10,631 | $6,395+66.2% | $8,221+29.3% | $4,046+162.8% |
| Admin fee / account holder | $20 | $651-96.9% | $12,045-99.8% | $626-96.8% |