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.4+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 | Securities Custodian | $24,594 |
MILLIMAN, INC.4+ years Service code 15 · EIN 91-0675641 | Recordkeeping | $13,229 |
CHARLES SCHWAB & CO., INC.4+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $0 |
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 | $56,534 | $64,457-12.3% | $111,392-49.2% | $55,725+1.5% |
| Participation rate | 96.5% | 79.7%+16.8pp | 78.9%+17.7pp | 70.9%+25.7pp |
| Annual return | -4.06% | -19.97%+15.9pp | -2.06%-2.0pp | 244.93%-249.0pp |
| Employer contribution / active EE | $4,390 | $3,956+11.0% | $4,328+1.4% | $2,078+111.2% |
| Participant deferral / active EE | $5,446 | $5,219+4.3% | $5,567-2.2% | $3,356+62.3% |
| Admin fee / account holder | $37 | $112-66.6% | $12,266-99.7% | $115-67.5% |