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.3+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $135 |
AMERICAN CENTURY3+ years Filed as: AMERICAN CENTURY INV MGT, INC. Service code 28 · EIN 44-6006315 | Investment Management | $0 |
BOSTON MANAGEMENT AND RESEARCH3+ years Service code 28 · EIN 20-1227352 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS3+ years Filed as: DIMENSIONAL FUND ADVISORS LP Service code 28 · EIN 30-0447847 | Investment Management | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,151 | $55,453-74.5% | $170,442-91.7% | $62,292-77.3% |
| Participation rate | 89.0% | 66.4%+22.6pp | 83.6%+5.4pp | 69.5%+19.5pp |
| Annual return | 10.99% | 21.38%-10.4pp | 205.93%-194.9pp | 28.90%-17.9pp |
| Employer contribution / active EE | $16 | $2,164-99.2% | $5,433-99.7% | $2,042-99.2% |
| Participant deferral / active EE | $1,569 | $2,303-31.9% | $4,939-68.2% | $3,169-50.5% |
| Admin fee / account holder | $36 | $455-92.2% | $13,880-99.7% | $479-92.6% |