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 15 · EIN 26-0023299 | Recordkeeping | $9,605 |
CHARLES SCHWAB & CO., INC.5+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB BANK Service code 21 · EIN 42-1558009 | Bank Trustee | $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 | $116,500 | $65,376+78.2% | $87,100+33.8% | $65,185+78.7% |
| Participation rate | 74.8% | 75.3%-0.6pp | 76.9%-2.1pp | 70.2%+4.6pp |
| Annual return | 23.29% | 31.27%-8.0pp | 28.19%-4.9pp | 29.38%-6.1pp |
| Employer contribution / active EE | $1,055 | $1,822-42.1% | $2,521-58.2% | $2,177-51.5% |
| Participant deferral / active EE | $3,172 | $3,388-6.4% | $4,049-21.6% | $3,514-9.7% |
| Admin fee / account holder | $52 | $520-90.1% | $7,497-99.3% | $847-93.9% |