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 |
|---|---|---|
THE STANDARD2 years Service code 19 · EIN 93-1253576 | Securities Custodian | $25,045 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $7,351 |
CHARLES SCHWAB & CO., INC.2 years Filed as: SCHWAB Service code 19 · EIN 25-1838406 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,069 | $66,124-69.6% | $90,404-77.8% | $73,488-72.7% |
| Participation rate | 86.1% | 69.7%+16.5pp | 72.7%+13.5pp | 70.7%+15.5pp |
| Annual return | 7.87% | 17.65%-9.8pp | 1293.02%-1285.1pp | 28.51%-20.6pp |
| Employer contribution / active EE | $1,269 | $2,346-45.9% | $3,262-61.1% | $2,270-44.1% |
| Participant deferral / active EE | $1,459 | $3,039-52.0% | $3,963-63.2% | $3,740-61.0% |
| Admin fee / account holder | $136 | $396-65.7% | $5,611-97.6% | $513-73.5% |