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 Filed as: SHAREBUILDER ADVISORS, LLC Service code 27 801 SECOND AVENUE · SEATTLE, WA 98104 | Advisory (Plan) | $26,616 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,318 | $93,182-46.0% | $146,665-65.7% | $79,386-36.6% |
| Participation rate | 58.2% | 76.4%-18.2pp | 80.1%-21.8pp | 70.7%-12.5pp |
| Annual return | 19.53% | 21.61%-2.1pp | 22.74%-3.2pp | 116.85%-97.3pp |
| Employer contribution / active EE | $3,277 | $2,420+35.5% | $4,136-20.8% | $2,427+35.0% |
| Participant deferral / active EE | $5,864 | $4,169+40.7% | $5,506+6.5% | $4,046+44.9% |
| Admin fee / account holder | $202 | $585-65.4% | $10,280-98.0% | $626-67.7% |