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 TRUST BANK Service code 18 · EIN 82-3967259 | Custodial (other than securities); Cu... | $2,681 |
CHARLES SCHWAB & CO., INC.8+ years Service code 18 · EIN 94-1737782 | Custodial (securities); Shareholder s... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,375 | $45,602+100.4% | $117,472-22.2% | $66,914+36.6% |
| Participation rate | 78.1% | 57.6%+20.4pp | 70.6%+7.5pp | 69.8%+8.3pp |
| Annual return | -16.83% | -16.74%-0.1pp | 29.74%-46.6pp | 1.58%-18.4pp |
| Employer contribution / active EE | $3,193 | $1,579+102.3% | $4,176-23.5% | $2,544+25.5% |
| Participant deferral / active EE | $5,723 | $2,845+101.2% | $4,070+40.6% | $4,237+35.1% |
| Admin fee / account holder | $1 | $661-99.8% | $5,645-100.0% | $593-99.8% |