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 |
|---|---|---|
THE HAVERFORD TRUST COMPANY3 years Service code 26 · EIN 23-2329854 | Advisory (Participants) | $6,251 |
CHARLES SCHWAB & CO., INC.7 years Service code 33 · EIN 94-1737782 | Other investment fees and expenses; S... | $513 |
Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,241 | $91,407+55.6% | $135,903+4.7% | $71,457+99.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 16.83% | 29.90%-13.1pp | 68.23%-51.4pp | 28.85%-12.0pp |
| Employer contribution / active EE | $15,970 | $3,703+331.2% | $4,856+228.9% | $2,588+517.2% |
| Participant deferral / active EE | $0 | $7,092-100.0% | $7,758-100.0% | $4,289-100.0% |
| Admin fee / account holder | $191 | $1,266-84.9% | $10,762-98.2% | $1,587-88.0% |