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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.2 years Service code 71 · EIN 94-1737782 | Brokerage Fees | $6,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,738 | $100,041+101.7% | $149,718+34.7% | $70,131+187.7% |
| Participation rate | 95.8% | 83.6%+12.2pp | 87.1%+8.7pp | 69.5%+26.2pp |
| Annual return | 27.52% | 27.43%+0.1pp | 1501.63%-1474.1pp | 73.14%-45.6pp |
| Employer contribution / active EE | $3,589 | $3,662-2.0% | $5,445-34.1% | $2,342+53.2% |
| Participant deferral / active EE | $14,530 | $4,983+191.6% | $6,569+121.2% | $3,332+336.1% |
| Admin fee / account holder | $0 | $8,286-100.0% | $11,283-100.0% | $4,645-100.0% |