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.4+ years Service code 18 · EIN 94-1737782 | Custodial (other than securities); Sh... | $0 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Custodial (securities); Float revenue... | $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 | $67,904 | $44,221+53.6% | $121,196-44.0% | $56,287+20.6% |
| Participation rate | 79.8% | 61.1%+18.7pp | 71.7%+8.0pp | 69.9%+9.9pp |
| Annual return | -6.83% | -3.58%-3.2pp | 16.93%-23.8pp | -9.96%+3.1pp |
| Employer contribution / active EE | $2,887 | $1,480+95.1% | $4,022-28.2% | $2,111+36.7% |
| Participant deferral / active EE | $4,846 | $2,521+92.2% | $3,344+44.9% | $3,350+44.7% |
| Admin fee / account holder | $2 | $480-99.5% | $5,019-100.0% | $521-99.6% |