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.9+ years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $296 |
CHARLES SCHWAB & CO., INC.9+ years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,930 | $61,272+242.6% | $149,673+40.3% | $71,457+193.8% |
| Participation rate | 99.3% | 62.5%+36.8pp | 78.8%+20.6pp | 67.9%+31.4pp |
| Annual return | 19.29% | 35.85%-16.6pp | 134.42%-115.1pp | 28.85%-9.6pp |
| Employer contribution / active EE | $9,538 | $2,378+301.0% | $4,818+98.0% | $2,588+268.6% |
| Participant deferral / active EE | $6,785 | $2,917+132.6% | $5,680+19.4% | $4,289+58.2% |
| Admin fee / account holder | $7 | $1,261-99.4% | $13,210-99.9% | $1,587-99.5% |