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 Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 | Float revenue; Shareholder servicing ... | $1,771 |
CHARLES SCHWAB & CO., INC.9+ years Service code 18 · EIN 94-1737782 | Custodial (securities); Custodial (ot... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,337 | $48,335+122.1% | $121,098-11.4% | $71,457+50.2% |
| Participation rate | 77.7% | 54.3%+23.5pp | 69.5%+8.2pp | 67.9%+9.8pp |
| Annual return | 20.80% | 23.32%-2.5pp | 985.75%-964.9pp | 28.85%-8.0pp |
| Employer contribution / active EE | $3,136 | $1,489+110.6% | $4,164-24.7% | $2,588+21.2% |
| Participant deferral / active EE | $6,116 | $2,754+122.1% | $4,080+49.9% | $4,289+42.6% |
| Admin fee / account holder | $0 | $1,841-100.0% | $5,644-100.0% | $1,587-100.0% |