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.5 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.10+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB TRUST BANK Service code 25 · EIN 82-3967259 | Directed Trustee | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,771 | $138,347-11.3% | $184,203-33.4% | $80,856+51.8% |
| Participation rate | 90.3% | 83.9%+6.5pp | 86.8%+3.5pp | 67.6%+22.7pp |
| Annual return | 16.34% | 20.02%-3.7pp | 28.81%-12.5pp | 35.59%-19.3pp |
| Employer contribution / active EE | $4,872 | $4,850+0.4% | $6,427-24.2% | $2,755+76.8% |
| Participant deferral / active EE | $7,907 | $7,071+11.8% | $9,131-13.4% | $4,296+84.1% |
| Admin fee / account holder | $6 | $10,483-99.9% | $13,901-100.0% | $6,918-99.9% |