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 11 · EIN 11-2836994 | Actuarial | $8,553 |
Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $1,059 |
Employer 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 | $24,601 | $44,873-45.2% | $79,464-69.0% | $56,287-56.3% |
| Participation rate | 95.1% | 68.7%+26.3pp | 73.3%+21.7pp | 69.9%+25.2pp |
| Annual return | 54.92% | 0.81%+54.1pp | 718.14%-663.2pp | -9.96%+64.9pp |
| Employer contribution / active EE | $295 | $2,140-86.2% | $2,800-89.5% | $2,111-86.0% |
| Participant deferral / active EE | $2,005 | $2,746-27.0% | $3,704-45.9% | $3,350-40.1% |
| Admin fee / account holder | $45 | $418-89.3% | $5,113-99.1% | $521-91.4% |