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 Service code 28 · EIN 94-1737782 | Investment Management | $24,961 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $63,156 | $75,388-16.2% | $123,544-48.9% | $55,725+13.3% |
| Participation rate | 90.0% | 75.7%+14.3pp | 82.3%+7.7pp | 70.9%+19.1pp |
| Annual return | 24.19% | 4.48%+19.7pp | 119.20%-95.0pp | 244.93%-220.7pp |
| Employer contribution / active EE | $821 | $3,063-73.2% | $4,628-82.3% | $2,078-60.5% |
| Participant deferral / active EE | $0 | $5,651-100.0% | $6,426-100.0% | $3,356-100.0% |
| Admin fee / account holder | $37 | $120-68.8% | $9,284-99.6% | $115-67.6% |