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 33 · EIN 94-1737782 | Shareholder servicing fees; Securitie... | $150 |
Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | 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 | $106,954 | $80,753+32.4% | $136,294-21.5% | $62,292+71.7% |
| Participation rate | 83.8% | 73.5%+10.3pp | 81.9%+1.9pp | 69.5%+14.3pp |
| Annual return | 21.19% | 35.83%-14.6pp | 5155.94%-5134.7pp | 28.90%-7.7pp |
| Employer contribution / active EE | $2,463 | $2,884-14.6% | $4,695-47.5% | $2,042+20.6% |
| Participant deferral / active EE | $5,255 | $5,164+1.8% | $6,247-15.9% | $3,169+65.8% |
| Admin fee / account holder | $8 | $525-98.5% | $9,243-99.9% | $479-98.4% |