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 7-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 |
|---|---|---|
FIDUCIENT ADVISORS LLC1 year Service code 28 · EIN 36-4001764 | Investment Management | $7,500 |
CHARLES SCHWAB & CO., INC.3 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $347,837 | $130,194+167.2% | $169,993+104.6% | $71,457+386.8% |
| Participation rate | 90.3% | 86.1%+4.1pp | 87.0%+3.3pp | 67.9%+22.3pp |
| Annual return | 104.72% | 20.37%+84.4pp | 53.37%+51.3pp | 28.85%+75.9pp |
| Employer contribution / active EE | $10,869 | $4,381+148.1% | $6,785+60.2% | $2,588+320.0% |
| Participant deferral / active EE | $12,474 | $6,923+80.2% | $10,408+19.9% | $4,289+190.9% |
| Admin fee / account holder | $39 | $966-95.9% | $12,815-99.7% | $1,587-97.5% |