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.2+ years Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $4 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & CO INC & AFFILIATE Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $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 | $110,694 | $74,089+49.4% | $133,980-17.4% | $55,167+100.7% |
| Participation rate | 94.1% | 84.3%+9.8pp | 87.1%+7.1pp | 69.0%+25.1pp |
| Annual return | 7.78% | 12.11%-4.3pp | 29.30%-21.5pp | 169.23%-161.4pp |
| Employer contribution / active EE | $3,878 | $3,064+26.6% | $5,211-25.6% | $1,963+97.6% |
| Participant deferral / active EE | $5,168 | $4,678+10.5% | $6,282-17.7% | $3,054+69.2% |
| Admin fee / account holder | $19 | $458-95.9% | $9,324-99.8% | $504-96.3% |