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 Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $8,110 |
USI CONSULTING GROUP2 years Service code 12 · EIN 06-1053228 | Consulting (pension); Participant loa... | $3,629 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,411 | $81,474+72.3% | $133,956+4.8% | $73,488+91.1% |
| Participation rate | 98.4% | 76.4%+22.0pp | 79.8%+18.5pp | 70.7%+27.7pp |
| Annual return | 14.03% | 19.40%-5.4pp | 45.09%-31.1pp | 28.51%-14.5pp |
| Employer contribution / active EE | $5,355 | $2,209+142.4% | $3,919+36.7% | $2,270+135.9% |
| Participant deferral / active EE | $4,733 | $3,786+25.0% | $5,048-6.2% | $3,740+26.6% |
| Admin fee / account holder | $24 | $713-96.7% | $8,927-99.7% | $513-95.4% |