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 Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Investment management fees paid indir... | $1,216 |
CHARLES SCHWAB & CO., INC.3+ years Service code 18 · EIN 94-1737782 | Custodial (other than securities); Sh... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $80,477 | $63,156+27.4% | $122,332-34.2% | $62,292+29.2% |
| Participation rate | 66.8% | 60.0%+6.8pp | 71.6%-4.8pp | 69.5%-2.7pp |
| Annual return | 20.45% | 20.61%-0.2pp | 30.27%-9.8pp | 28.90%-8.4pp |
| Employer contribution / active EE | $2,436 | $1,385+75.9% | $4,050-39.9% | $2,042+19.3% |
| Participant deferral / active EE | $4,098 | $2,321+76.6% | $3,287+24.7% | $3,169+29.3% |
| Admin fee / account holder | $4 | $440-99.1% | $5,478-99.9% | $479-99.1% |