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 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,732 | $65,376+26.5% | $87,100-5.0% | $65,185+26.9% |
| Participation rate | 86.7% | 75.3%+11.4pp | 76.9%+9.8pp | 70.2%+16.5pp |
| Annual return | 26.90% | 31.27%-4.4pp | 28.19%-1.3pp | 29.38%-2.5pp |
| Employer contribution / active EE | $2,344 | $1,822+28.6% | $2,521-7.0% | $2,177+7.7% |
| Participant deferral / active EE | $550 | $3,388-83.8% | $4,049-86.4% | $3,514-84.3% |
| Admin fee / account holder | $7 | $520-98.7% | $7,497-99.9% | $847-99.2% |