Filed November 5, 2019
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 12 295 MAIN ST STE 306 · WEST HARTFORD, CT 061072449 | Claims processing | $10,257 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $267,491 | $77,660+244.4% | $109,143+145.1% | $79,386+236.9% |
| Participation rate | 100.0% | 67.8%+32.2pp | 75.9%+24.1pp | 70.7%+29.3pp |
| Annual return | 7.81% | 23.44%-15.6pp | 25.75%-17.9pp | 116.85%-109.0pp |
| Employer contribution / active EE | $21,374 | $2,797+664.1% | $3,722+474.3% | $2,427+780.5% |
| Participant deferral / active EE | $0 | $3,518-100.0% | $4,653-100.0% | $4,046-100.0% |
| Admin fee / account holder | $67 | $732-90.9% | $6,752-99.0% | $626-89.4% |