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.4+ 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 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,355 | $53,596+91.0% | $90,645+12.9% | $64,186+59.5% |
| Participation rate | 100.0% | 64.5%+35.5pp | 74.0%+26.0pp | 69.6%+30.4pp |
| Annual return | -2.51% | 4.41%-6.9pp | 1.88%-4.4pp | 7.63%-10.1pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,532-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,308 | $2,459-46.8% | $3,425-61.8% | $3,470-62.3% |
| Admin fee / account holder | $246 | $3,868-93.6% | $4,994-95.1% | $4,888-95.0% |