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.1+ years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Shareholder servicing fees; Float rev... | $1,797 |
CHARLES SCHWAB & CO., INC.1+ years Service code 18 · EIN 94-1737782 | Custodial (other than securities); Sh... | $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 | $53,750 | $37,134+44.7% | $100,671-46.6% | $52,331+2.7% |
| Participation rate | 91.9% | 57.7%+34.2pp | 70.7%+21.2pp | 68.1%+23.8pp |
| Annual return | -0.25% | 0.10%-0.4pp | 20.43%-20.7pp | 4.54%-4.8pp |
| Employer contribution / active EE | $2,869 | $1,187+141.7% | $4,012-28.5% | $1,882+52.5% |
| Participant deferral / active EE | $4,929 | $2,163+127.9% | $3,144+56.8% | $3,022+63.1% |
| Admin fee / account holder | $2 | $467-99.5% | $4,850-99.9% | $592-99.6% |