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 26 · EIN 86-1775150 | Advisory (Participants) | $11,159 |
CHARLES SCHWAB & CO., INC.10+ years Service code 33 · EIN 94-1737782 | Other fees; Direct payment from the p... | $6,564 |
CHARLES SCHWAB & CO., INC.7 years Filed as: CHARLES SCHWAB & CO. INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,254,895 | $132,049+850.3% | $200,582+525.6% | $74,304+1588.9% |
| Participation rate | 99.0% | 84.1%+15.0pp | 86.9%+12.1pp | 60.3%+38.7pp |
| Annual return | 15.67% | 22.22%-6.5pp | 42.33%-26.7pp | 29.43%-13.8pp |
| Employer contribution / active EE | $32,924 | $4,558+622.4% | $6,419+412.9% | $2,241+1369.0% |
| Participant deferral / active EE | $17,031 | $7,213+136.1% | $9,331+82.5% | $3,767+352.1% |
| Admin fee / account holder | $67 | $2,405-97.2% | $16,305-99.6% | $2,969-97.8% |