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 |
|---|---|---|
TRI-AD ACTUARIES, INC.3+ years Service code 13 · EIN 95-2887986 | Contract Administrator | $300 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 28 · EIN 42-1558009 | Investment Management | $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 | $75,519 | $89,739-15.8% | $149,718-49.6% | $62,292+21.2% |
| Participation rate | 98.0% | 85.1%+12.9pp | 87.1%+10.9pp | 69.5%+28.5pp |
| Annual return | 19.43% | 21.01%-1.6pp | 1501.63%-1482.2pp | 28.90%-9.5pp |
| Employer contribution / active EE | $2,809 | $3,233-13.1% | $5,445-48.4% | $2,042+37.6% |
| Participant deferral / active EE | $6,633 | $4,797+38.3% | $6,569+1.0% | $3,169+109.3% |
| Admin fee / account holder | $2 | $551-99.7% | $11,283-100.0% | $479-99.6% |