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.1+ years Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage c... | $3,528 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB & CO INC AND AFFILIA Service code 59 | Shareholder Servicing | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $369,897 | $70,002+428.4% | $115,037+221.5% | $52,331+606.8% |
| Participation rate | 95.8% | 72.1%+23.7pp | 81.4%+14.4pp | 68.1%+27.7pp |
| Annual return | -1.03% | 4.04%-5.1pp | 26.14%-27.2pp | 4.54%-5.6pp |
| Employer contribution / active EE | $8,709 | $2,715+220.8% | $4,608+89.0% | $1,882+362.8% |
| Participant deferral / active EE | $13,893 | $4,920+182.4% | $6,026+130.5% | $3,022+359.7% |
| Admin fee / account holder | $0 | $566-100.0% | $8,175-100.0% | $592-100.0% |