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.4 years Service code 33 · EIN 94-1737782 | Securities brokerage; Direct payment ... | $1,698 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $370 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $221,503 | $104,475+112.0% | $159,436+38.9% | $79,386+179.0% |
| Participation rate | 92.6% | 76.6%+16.0pp | 82.8%+9.8pp | 70.7%+21.9pp |
| Annual return | 23.15% | 67.95%-44.8pp | 263.57%-240.4pp | 116.85%-93.7pp |
| Employer contribution / active EE | $2,311 | $3,417-32.4% | $4,829-52.1% | $2,427-4.8% |
| Participant deferral / active EE | $10,957 | $6,467+69.4% | $7,352+49.0% | $4,046+170.8% |
| Admin fee / account holder | $12 | $711-98.3% | $10,799-99.9% | $626-98.1% |