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 |
|---|---|---|
Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Custodial (other than securities); Sh... | $2,802 |
CHARLES SCHWAB & CO., INC.6+ 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 | $88,811 | $53,901+64.8% | $134,143-33.8% | $73,488+20.9% |
| Participation rate | 84.5% | 62.8%+21.7pp | 72.2%+12.4pp | 70.7%+13.9pp |
| Annual return | 15.31% | 15.82%-0.5pp | 36.33%-21.0pp | 28.51%-13.2pp |
| Employer contribution / active EE | $2,934 | $1,458+101.2% | $3,704-20.8% | $2,270+29.3% |
| Participant deferral / active EE | $5,317 | $2,739+94.1% | $3,499+52.0% | $3,740+42.2% |
| Admin fee / account holder | $2 | $581-99.7% | $6,684-100.0% | $513-99.7% |