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 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 | $156,186 | $58,523+166.9% | $99,443+57.1% | $72,985+114.0% |
| Participation rate | 100.0% | 64.6%+35.4pp | 73.8%+26.2pp | 69.5%+30.5pp |
| Annual return | 19.15% | 28.51%-9.4pp | 30.72%-11.6pp | 81.00%-61.9pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $2,540-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,403 | $2,606-46.2% | $3,619-61.2% | $3,607-61.1% |
| Admin fee / account holder | $367 | $4,102-91.1% | $6,250-94.1% | $5,124-92.8% |