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 | $138,385-11.3% | $184,200-33.3% | $80,874+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 | 28.80%-12.5pp | 35.62%-19.3pp |
| Employer contribution / active EE | $4,872 | $4,849+0.5% | $6,424-24.2% | $2,756+76.8% |
| Participant deferral / active EE | $7,907 | $7,073+11.8% | $9,132-13.4% | $4,297+84.0% |
| Admin fee / account holder | $6 | $10,483-99.9% | $13,907-100.0% | $6,935-99.9% |