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 |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,524 |
Filed as: CHARLES SCHWAB INVESTMENT MGMT INC. Service code 33 · EIN 94-3106735 | Securities brokerage | $32 |
ADP BROKER-DEALER10+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $266,149 | $129,021+106.3% | $184,203+44.5% | $77,643+242.8% |
| Participation rate | 99.6% | 87.3%+12.3pp | 86.8%+12.8pp | 70.6%+29.0pp |
| Annual return | 12.62% | 33.27%-20.7pp | 28.81%-16.2pp | 31.24%-18.6pp |
| Employer contribution / active EE | $14,280 | $4,413+223.6% | $6,427+122.2% | $2,726+423.9% |
| Participant deferral / active EE | $18,853 | $7,297+158.3% | $9,131+106.5% | $4,647+305.7% |
| Admin fee / account holder | $13 | $254-94.7% | $13,901-99.9% | $430-96.9% |