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.7+ years Filed as: CHARLES SCHWAB Service code 12 295 MAIN ST STE 306 · WEST HARTFORD, CT 061072449 | Claims processing | $10,241 |
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 | $270,898 | $64,119+322.5% | $112,228+141.4% | $66,914+304.8% |
| Participation rate | 99.2% | 68.5%+30.7pp | 75.1%+24.1pp | 69.8%+29.4pp |
| Annual return | 3.64% | -13.81%+17.5pp | 27.45%-23.8pp | 1.58%+2.1pp |
| Employer contribution / active EE | $23,387 | $3,005+678.2% | $3,635+543.5% | $2,544+819.2% |
| Participant deferral / active EE | $0 | $3,693-100.0% | $4,728-100.0% | $4,237-100.0% |
| Admin fee / account holder | $64 | $625-89.7% | $6,410-99.0% | $593-89.1% |