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 Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $1,299 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $429 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,838 | $91,407+117.5% | $135,903+46.3% | $71,457+178.3% |
| Participation rate | 96.9% | 75.7%+21.2pp | 81.9%+15.0pp | 67.9%+29.0pp |
| Annual return | 15.79% | 29.90%-14.1pp | 68.23%-52.4pp | 28.85%-13.1pp |
| Employer contribution / active EE | $2,642 | $3,703-28.7% | $4,856-45.6% | $2,588+2.1% |
| Participant deferral / active EE | $13,283 | $7,092+87.3% | $7,758+71.2% | $4,289+209.7% |
| Admin fee / account holder | $7 | $1,266-99.4% | $10,762-99.9% | $1,587-99.5% |