Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,175 | $44,984+111.6% | $85,009+12.0% | $74,546+27.7% |
| Participation rate | 91.1% | 49.4%+41.7pp | 67.5%+23.6pp | 67.2%+23.9pp |
| Annual return | 13.19% | 26.25%-13.1pp | 66.47%-53.3pp | 1366.03%-1352.8pp |
| Employer contribution / active EE | $2,165 | $1,458+48.5% | $2,728-20.6% | $2,624-17.5% |
| Participant deferral / active EE | $6,103 | $2,733+123.3% | $4,522+35.0% | $4,347+40.4% |
| Admin fee / account holder | $16 | $2,208-99.3% | $6,153-99.7% | $1,944-99.2% |