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 9-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 21 · EIN 39-0394950 | Bank Trustee | $15,970 |
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 | $26,213 | $63,442-58.7% | $68,791-61.9% | $66,914-60.8% |
| Participation rate | 61.2% | 60.0%+1.2pp | 69.0%-7.8pp | 69.8%-8.6pp |
| Annual return | -13.76% | -8.29%-5.5pp | -6.38%-7.4pp | 1.58%-15.3pp |
| Employer contribution / active EE | $1,421 | $1,775-19.9% | $2,655-46.5% | $2,544-44.1% |
| Participant deferral / active EE | $3,480 | $2,945+18.2% | $3,941-11.7% | $4,237-17.9% |
| Admin fee / account holder | $197 | $577-65.9% | $4,932-96.0% | $593-66.8% |