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.8+ years Filed as: CHARLES SCHWAB Service code 19 · EIN 94-1737782 | Securities Custodian | $32,629 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,348 |
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 | $69,668 | $72,254-3.6% | $86,677-19.6% | $64,808+7.5% |
| Participation rate | 63.0% | 80.4%-17.4pp | 76.6%-13.6pp | 71.5%-8.5pp |
| Annual return | -14.76% | 392.42%-407.2pp | 35.91%-50.7pp | 32.82%-47.6pp |
| Employer contribution / active EE | $2,411 | $2,393+0.8% | $2,836-15.0% | $2,506-3.8% |
| Participant deferral / active EE | $2,916 | $4,658-37.4% | $4,656-37.4% | $4,310-32.4% |
| Admin fee / account holder | $227 | $174+30.8% | $7,493-97.0% | $188+21.1% |