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 TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $5,026 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB & CO INC Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,862 | $109,881+1.8% | $150,045-25.4% | $84,808+31.9% |
| Participation rate | 86.3% | 76.1%+10.2pp | 82.3%+4.0pp | 68.3%+18.0pp |
| Annual return | 17.78% | 28.25%-10.5pp | 62.55%-44.8pp | 40.90%-23.1pp |
| Employer contribution / active EE | $4,445 | $3,561+24.8% | $4,693-5.3% | $2,631+68.9% |
| Participant deferral / active EE | $10,664 | $6,636+60.7% | $7,997+33.4% | $4,212+153.2% |
| Admin fee / account holder | $13 | $8,568-99.8% | $13,435-99.9% | $7,344-99.8% |