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.5 years Service code 33 · EIN 94-1737782 | Shareholder servicing fees; Direct pa... | $999 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $507 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,471 | $84,487+139.6% | $125,339+61.5% | $66,914+202.6% |
| Participation rate | 92.4% | 76.4%+16.0pp | 82.4%+10.1pp | 69.8%+22.6pp |
| Annual return | -5.46% | -8.39%+2.9pp | 572.05%-577.5pp | 1.58%-7.0pp |
| Employer contribution / active EE | $2,570 | $3,553-27.7% | $4,814-46.6% | $2,544+1.0% |
| Participant deferral / active EE | $12,293 | $6,781+81.3% | $7,446+65.1% | $4,237+190.1% |
| Admin fee / account holder | $37 | $685-94.6% | $10,010-99.6% | $593-93.7% |