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 & CO. INC. AND AFFIL Service code 64 · EIN 94-1737782 | Recordkeeping Fees | $82,014 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $107,593 | $105,247+2.2% | $87,100+23.5% | $77,787+38.3% |
| Participation rate | 63.8% | 85.8%-22.0pp | 76.9%-13.0pp | 73.2%-9.4pp |
| Annual return | 19.65% | 24.52%-4.9pp | 28.19%-8.5pp | 32.57%-12.9pp |
| Employer contribution / active EE | $3,879 | $2,895+34.0% | $2,521+53.9% | $2,504+54.9% |
| Participant deferral / active EE | $5,781 | $5,060+14.2% | $4,049+42.8% | $3,967+45.7% |
| Admin fee / account holder | $67 | $104-35.9% | $7,497-99.1% | $100-33.0% |