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.5 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,545 | $65,435-12.1% | $86,677-33.6% | $66,914-14.0% |
| Participation rate | 83.1% | 75.5%+7.6pp | 76.6%+6.5pp | 69.8%+13.3pp |
| Annual return | -16.31% | -10.89%-5.4pp | 35.91%-52.2pp | 1.58%-17.9pp |
| Employer contribution / active EE | $11,638 | $2,153+440.5% | $2,836+310.3% | $2,544+357.4% |
| Participant deferral / active EE | $686 | $4,100-83.3% | $4,656-85.3% | $4,237-83.8% |
| Admin fee / account holder | $22 | $642-96.6% | $7,493-99.7% | $593-96.3% |