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 15 · EIN 16-1450952 | Recordkeeping | $1,289 |
CHARLES SCHWAB & CO., INC.7 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,860 | $81,248-6.6% | $155,509-51.2% | $80,856-6.2% |
| Participation rate | 52.6% | 66.2%-13.6pp | 78.2%-25.6pp | 67.6%-15.0pp |
| Annual return | 16.29% | 33.31%-17.0pp | 64.67%-48.4pp | 35.59%-19.3pp |
| Employer contribution / active EE | $669 | $3,100-78.4% | $4,672-85.7% | $2,755-75.7% |
| Participant deferral / active EE | $2,081 | $3,452-39.7% | $5,626-63.0% | $4,296-51.6% |
| Admin fee / account holder | $24 | $7,997-99.7% | $15,912-99.8% | $6,918-99.7% |