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 | $16,218 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $6,208 |
CHARLES SCHWAB & CO., INC.2 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,176 | $50,820+10.5% | $155,567-63.9% | $77,671-27.7% |
| Participation rate | 39.6% | 63.1%-23.6pp | 78.2%-38.6pp | 70.6%-31.0pp |
| Annual return | 14.55% | 34.85%-20.3pp | 64.74%-50.2pp | 31.21%-16.7pp |
| Employer contribution / active EE | $770 | $1,993-61.4% | $4,674-83.5% | $2,726-71.8% |
| Participant deferral / active EE | $1,717 | $2,823-39.2% | $5,628-69.5% | $4,648-63.0% |
| Admin fee / account holder | $77 | $436-82.4% | $15,916-99.5% | $430-82.1% |