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/TRUST COMPANY Service code 18 · EIN 42-1558009 | Custodial (other than securities); Sh... | $2,214 |
USI CONSULTING GROUP2 years Service code 15 · EIN 06-1053228 | Recordkeeping | $1,349 |
CHARLES SCHWAB & CO., INC.3 years Service code 18 · EIN 94-1737782 | Custodial (securities); Shareholder s... | $0 |
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 | $31,414 | $85,202-63.1% | $172,739-81.8% | $72,985-57.0% |
| Participation rate | 90.1% | 70.1%+20.0pp | 82.6%+7.5pp | 69.5%+20.6pp |
| Annual return | 28.83% | 27.32%+1.5pp | 802.84%-774.0pp | 81.00%-52.2pp |
| Employer contribution / active EE | $1,988 | $3,324-40.2% | $5,143-61.3% | $2,440-18.5% |
| Participant deferral / active EE | $3,324 | $3,260+2.0% | $5,198-36.0% | $3,607-7.8% |
| Admin fee / account holder | $25 | $5,884-99.6% | $13,954-99.8% | $5,124-99.5% |