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.3 years Service code 71 · EIN 94-1737782 | Brokerage Fees | $6,250 |
Annual investment return 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 | $176,089 | $94,529+86.3% | $140,016+25.8% | $64,186+174.3% |
| Participation rate | 88.6% | 84.1%+4.5pp | 87.5%+1.1pp | 69.6%+19.0pp |
| Annual return | -12.55% | 7.77%-20.3pp | 651.12%-663.7pp | 7.63%-20.2pp |
| Employer contribution / active EE | $3,249 | $3,812-14.8% | $5,606-42.0% | $2,381+36.5% |
| Participant deferral / active EE | $13,581 | $5,250+158.7% | $6,927+96.0% | $3,470+291.4% |
| Admin fee / account holder | $2 | $6,741-100.0% | $10,705-100.0% | $4,888-100.0% |