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.3 years Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $736 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $114,902 | $89,652+28.2% | $141,162-18.6% | $65,185+76.3% |
| Participation rate | 79.0% | 74.7%+4.3pp | 82.5%-3.5pp | 70.2%+8.8pp |
| Annual return | 19.51% | 32.79%-13.3pp | 71.39%-51.9pp | 29.38%-9.9pp |
| Employer contribution / active EE | $1,167 | $3,065-61.9% | $4,735-75.4% | $2,177-46.4% |
| Participant deferral / active EE | $4,708 | $5,691-17.3% | $6,709-29.8% | $3,514+34.0% |
| Admin fee / account holder | $36 | $569-93.7% | $10,261-99.6% | $847-95.8% |