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 | $8,025 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 21 · EIN 82-3967259 | Bank Trustee | $1,311 |
CHARLES SCHWAB & CO., INC.6+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,574 | $73,638+67.8% | $95,952+28.8% | $73,488+68.2% |
| Participation rate | 82.7% | 76.2%+6.5pp | 77.1%+5.6pp | 70.7%+12.0pp |
| Annual return | 17.28% | 16.78%+0.5pp | 91.61%-74.3pp | 28.51%-11.2pp |
| Employer contribution / active EE | $1,256 | $1,863-32.6% | $2,541-50.6% | $2,270-44.7% |
| Participant deferral / active EE | $3,697 | $3,617+2.2% | $4,167-11.3% | $3,740-1.1% |
| Admin fee / account holder | $39 | $482-91.8% | $6,795-99.4% | $513-92.3% |