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.6+ years Filed as: CHARLES SCHWAB Service code 19 · EIN 94-1737782 | Securities Custodian | $25,453 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,256 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,899 | $79,519-15.9% | $95,952-30.3% | $73,409-8.9% |
| Participation rate | 84.7% | 81.2%+3.5pp | 77.1%+7.6pp | 72.2%+12.5pp |
| Annual return | 13.52% | 19.20%-5.7pp | 91.61%-78.1pp | 59.29%-45.8pp |
| Employer contribution / active EE | $2,219 | $2,048+8.4% | $2,541-12.7% | $2,234-0.7% |
| Participant deferral / active EE | $3,107 | $4,138-24.9% | $4,167-25.4% | $3,805-18.3% |
| Admin fee / account holder | $224 | $184+21.7% | $6,795-96.7% | $158+42.0% |