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 9-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.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 99 | Other Fees | $4,794 |
Filed as: ENVESTNET ASSEST MANAGEMENT INC Service code 26 · EIN 36-4319587 | Advisory (Participants) | $2,704 |
CHARLES SCHWAB & CO., INC.8 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $314 |
Filed as: CHARLES SCHWAB & CO., INC Service code 59 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,016 | $80,724+66.0% | $103,333+29.7% | $74,495+79.9% |
| Participation rate | 74.2% | 65.7%+8.5pp | 74.5%-0.3pp | 67.2%+7.0pp |
| Annual return | 17.71% | 27.56%-9.8pp | 24.88%-7.2pp | 1364.94%-1347.2pp |
| Employer contribution / active EE | $2,565 | $3,157-18.8% | $3,868-33.7% | $2,623-2.2% |
| Participant deferral / active EE | $9,738 | $3,860+152.2% | $5,057+92.5% | $4,346+124.1% |
| Admin fee / account holder | $78 | $2,368-96.7% | $8,355-99.1% | $1,942-96.0% |