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 BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $1 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.3+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $77,328 | $53,925+43.4% | $75,670+2.2% | $69,631+11.1% |
| Participation rate | 64.6% | 71.2%-6.6pp | 72.3%-7.7pp | 70.7%-6.1pp |
| Annual return | 18.68% | 17.84%+0.8pp | 27.34%-8.7pp | 27571.02%-27552.3pp |
| Employer contribution / active EE | $1,935 | $1,802+7.4% | $2,352-17.7% | $2,032-4.8% |
| Participant deferral / active EE | $4,450 | $2,569+73.2% | $3,142+41.6% | $3,224+38.1% |
| Admin fee / account holder | $3 | $97-96.6% | $5,800-99.9% | $110-97.0% |