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 |
|---|---|---|
TIAA1 year Service code 15 · EIN 13-1624203 | Recordkeeping | $6,520 |
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Finders' ... | $6,319 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $0 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,691 | $63,745+138.0% | $98,442+54.1% | $79,386+91.1% |
| Participation rate | 96.7% | 69.9%+26.9pp | 73.3%+23.4pp | 70.7%+26.0pp |
| Annual return | 13.71% | 625.80%-612.1pp | 1492.73%-1479.0pp | 116.85%-103.1pp |
| Employer contribution / active EE | $10,783 | $2,557+321.7% | $2,960+264.3% | $2,427+344.2% |
| Participant deferral / active EE | $6,400 | $3,303+93.8% | $4,276+49.7% | $4,046+58.2% |
| Admin fee / account holder | $45 | $516-91.2% | $5,949-99.2% | $626-92.7% |