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.5+ years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Custodial (securities); Investment ma... | $2,700 |
CHARLES SCHWAB & CO., INC.5+ years Service code 18 · EIN 94-1737782 | Shareholder servicing fees; Custodial... | $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 | $80,356 | $46,722+72.0% | $130,648-38.5% | $65,185+23.3% |
| Participation rate | 85.6% | 60.9%+24.7pp | 71.7%+13.9pp | 70.2%+15.4pp |
| Annual return | 26.11% | 24.17%+1.9pp | 1708.96%-1682.8pp | 29.38%-3.3pp |
| Employer contribution / active EE | $2,794 | $1,488+87.8% | $4,092-31.7% | $2,177+28.4% |
| Participant deferral / active EE | $4,935 | $2,545+93.9% | $3,603+37.0% | $3,514+40.5% |
| Admin fee / account holder | $2 | $453-99.6% | $5,464-100.0% | $847-99.8% |