Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.3 years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Shareho... | $277 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB & CO INC AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227,127 | $122,051+86.1% | $184,185+23.3% | $74,400+205.3% |
| Participation rate | 93.8% | 85.5%+8.3pp | 86.8%+7.0pp | 67.2%+26.6pp |
| Annual return | 19.68% | 19.91%-0.2pp | 28.81%-9.1pp | 1367.51%-1347.8pp |
| Employer contribution / active EE | $11,101 | $4,539+144.6% | $6,426+72.8% | $2,624+323.0% |
| Participant deferral / active EE | $11,066 | $7,146+54.9% | $9,132+21.2% | $4,348+154.5% |
| Admin fee / account holder | $13 | $1,258-98.9% | $13,909-99.9% | $1,944-99.3% |