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.3 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $8,251 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,333 | $101,724-68.2% | $164,813-80.4% | $80,856-60.0% |
| Participation rate | 95.2% | 71.8%+23.4pp | 78.6%+16.6pp | 67.6%+27.5pp |
| Annual return | 16.29% | 16.72%-0.4pp | 69.93%-53.6pp | 35.59%-19.3pp |
| Employer contribution / active EE | $1,446 | $2,953-51.0% | $4,341-66.7% | $2,755-47.5% |
| Participant deferral / active EE | $3,105 | $4,477-30.6% | $6,031-48.5% | $4,296-27.7% |
| Admin fee / account holder | $67 | $8,227-99.2% | $12,690-99.5% | $6,918-99.0% |