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 27 · EIN 82-0494856 | Advisory (Plan) | $60,388 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 19 · EIN 94-1727782 | Securities Custodian | $40 |
See 1 actuary disclosure. $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.
Employer contribution per participant 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 | $0 | $409,661-100.0% | $793,067-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 1.7%-1.7pp | 9.1%-9.1pp | 1.7%-1.7pp |
| Annual return | 10.10% | 627.08%-617.0pp | 10.21%-0.1pp | 627.08%-617.0pp |
| Employer contribution / active EE | $2,481 | $18,824-86.8% | $40,687-93.9% | $18,824-86.8% |
| Participant deferral / active EE | $0 | $418-100.0% | $0 | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $0 | $1,923-100.0% |