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 |
|---|---|---|
Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Trustee (directed); Trustee (bank, tr... | $3,240 |
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 | $12,670 | $47,977-73.6% | $154,107-91.8% | $56,287-77.5% |
| Participation rate | 95.7% | 66.2%+29.5pp | 83.0%+12.7pp | 69.9%+25.9pp |
| Annual return | -6.53% | 3.54%-10.1pp | 735.12%-741.7pp | -9.96%+3.4pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $3,080 | $2,392+28.8% | $5,081-39.4% | $3,350-8.0% |
| Admin fee / account holder | $59 | $438-86.5% | $13,411-99.6% | $521-88.6% |