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 |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $3,585 |
CHARLES SCHWAB & CO., INC.8 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,175 | $44,960+111.7% | $84,966+12.0% | $74,495+27.8% |
| Participation rate | 91.1% | 49.4%+41.7pp | 67.5%+23.6pp | 67.2%+23.9pp |
| Annual return | 13.19% | 26.24%-13.0pp | 66.38%-53.2pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $2,165 | $1,457+48.6% | $2,727-20.6% | $2,623-17.5% |
| Participant deferral / active EE | $6,103 | $2,731+123.5% | $4,519+35.0% | $4,346+40.4% |
| Admin fee / account holder | $16 | $2,209-99.3% | $6,149-99.7% | $1,942-99.2% |