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.5 years Filed as: CHARLES SCHWAB Service code 28 · EIN 94-1737782 | Investment Management | $26,024 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,270 | $100,801-19.4% | $149,696-45.7% | $73,409+10.7% |
| Participation rate | 90.4% | 77.7%+12.7pp | 82.5%+7.9pp | 72.2%+18.3pp |
| Annual return | 36.31% | 265.34%-229.0pp | 276.60%-240.3pp | 59.29%-23.0pp |
| Employer contribution / active EE | $2,370 | $3,312-28.4% | $4,644-49.0% | $2,234+6.1% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $6,842-100.0% | $3,805-100.0% |
| Admin fee / account holder | $31 | $181-82.9% | $9,309-99.7% | $158-80.5% |