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 | $80,731+66.0% | $103,374+29.6% | $74,546+79.8% |
| Participation rate | 74.2% | 65.7%+8.5pp | 74.5%-0.3pp | 67.2%+7.0pp |
| Annual return | 17.71% | 27.56%-9.8pp | 24.89%-7.2pp | 1366.03%-1348.3pp |
| Employer contribution / active EE | $2,565 | $3,158-18.8% | $3,869-33.7% | $2,624-2.3% |
| Participant deferral / active EE | $9,738 | $3,860+152.3% | $5,058+92.5% | $4,347+124.0% |
| Admin fee / account holder | $78 | $2,369-96.7% | $8,394-99.1% | $1,944-96.0% |