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.10+ years Filed as: CHARLES SCHWAB Service code 19 · EIN 94-1737782 | Securities Custodian | $34,465 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Service code 15 · EIN 01-0233346 | Recordkeeping | $1,552 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,761 | $88,890-8.0% | $102,423-20.2% | $77,643+5.3% |
| Participation rate | 92.3% | 80.9%+11.3pp | 76.5%+15.8pp | 70.6%+21.7pp |
| Annual return | 16.64% | 24.98%-8.3pp | 29.32%-12.7pp | 31.24%-14.6pp |
| Employer contribution / active EE | $3,083 | $2,698+14.3% | $3,023+2.0% | $2,726+13.1% |
| Participant deferral / active EE | $3,510 | $5,145-31.8% | $5,053-30.5% | $4,647-24.5% |
| Admin fee / account holder | $257 | $235+9.1% | $9,451-97.3% | $430-40.3% |