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.10+ years Service code 33 · EIN 94-1737782 | Securities brokerage; Float revenue; ... | $829 |
CHARLES SCHWAB & CO., INC.10+ 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 | $247,348 | $55,415+346.4% | $155,509+59.1% | $74,495+232.0% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 18.64% | 268.50%-249.9pp | 64.67%-46.0pp | 1364.94%-1346.3pp |
| Employer contribution / active EE | $10,058 | $2,267+343.7% | $4,672+115.3% | $2,623+283.5% |
| Participant deferral / active EE | $7,236 | $2,836+155.1% | $5,626+28.6% | $4,346+66.5% |
| Admin fee / account holder | $3 | $1,738-99.8% | $15,912-100.0% | $1,942-99.8% |