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 |
|---|---|---|
Service code 28 · EIN 94-1737782 3000 SCHWAB WAY · WESTLAKE, TX 76262 | Investment Management | $116 |
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 | $145,486 | $145,877-0.3% | $150,045-3.0% | $102,872+41.4% |
| Participation rate | 99.0% | 79.8%+19.1pp | 82.3%+16.6pp | 73.0%+25.9pp |
| Annual return | 5.31% | 21.37%-16.1pp | 62.55%-57.2pp | 19.06%-13.7pp |
| Employer contribution / active EE | $17,788 | $4,710+277.7% | $4,693+279.0% | $3,526+404.4% |
| Participant deferral / active EE | $0 | $9,491-100.0% | $7,997-100.0% | $5,535-100.0% |
| Admin fee / account holder | $42 | $176-76.2% | $13,435-99.7% | $292-85.7% |