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 Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $592 |
CHARLES SCHWAB & CO., INC.2 years 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 | $93,811 | $73,102+28.3% | $123,544-24.1% | $56,287+66.7% |
| Participation rate | 81.4% | 74.3%+7.1pp | 82.3%-0.9pp | 69.9%+11.5pp |
| Annual return | -4.50% | 3.01%-7.5pp | 119.20%-123.7pp | -9.96%+5.5pp |
| Employer contribution / active EE | $1,237 | $2,977-58.4% | $4,628-73.3% | $2,111-41.4% |
| Participant deferral / active EE | $5,041 | $5,423-7.0% | $6,426-21.5% | $3,350+50.5% |
| Admin fee / account holder | $23 | $554-95.8% | $9,284-99.7% | $521-95.5% |