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.1+ years Filed as: CHARLES SCHWAB INVESTMENT MGT. CO. Service code 28 · EIN 94-1737782 | Investment Management | $0 |
Filed as: FIDELITY INVESTMENTS Service code 28 · EIN 04-3523567 | Investment Management | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,822 | $38,595+194.9% | $80,004+42.3% | $52,331+117.5% |
| Participation rate | 100.0% | 64.5%+35.5pp | 73.0%+27.0pp | 68.1%+31.9pp |
| Annual return | 2.74% | 2.04%+0.7pp | 7.63%-4.9pp | 4.54%-1.8pp |
| Employer contribution / active EE | $0 | $1,133-100.0% | $2,473-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,299 | $2,318-44.0% | $3,204-59.4% | $3,022-57.0% |
| Admin fee / account holder | $346 | $304+13.7% | $5,033-93.1% | $592-41.5% |