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: SHAREBUILDER Service code 27 801 2ND AVENUE · SEATTLE, WA 98104 | Advisory (Plan) | $25,480 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $7,885 |
PAI1 year Service code 13 1201 ENTERPRISE DR · DE PERE, WI 54115 | Contract Administrator | $7,155 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,684 | $91,372-41.2% | $129,995-58.7% | $74,419-27.9% |
| Participation rate | 54.2% | 77.8%-23.6pp | 78.5%-24.3pp | 70.7%-16.5pp |
| Annual return | 25.64% | 23.21%+2.4pp | -137.18%+162.8pp | 34.38%-8.7pp |
| Employer contribution / active EE | $2,803 | $2,563+9.4% | $4,320-35.1% | $2,637+6.3% |
| Participant deferral / active EE | $4,709 | $4,721-0.2% | $5,820-19.1% | $4,528+4.0% |
| Admin fee / account holder | $183 | $283-35.5% | $10,614-98.3% | $348-47.4% |