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 8-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 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 | $34,954 | $64,705-46.0% | $62,929-44.5% | $67,986-48.6% |
| Participation rate | 88.4% | 65.6%+22.8pp | 73.1%+15.3pp | 57.2%+31.2pp |
| Annual return | 11.51% | 20.31%-8.8pp | 1063.93%-1052.4pp | 31.67%-20.2pp |
| Employer contribution / active EE | $1,752 | $2,376-26.2% | $2,505-30.0% | $2,019-13.2% |
| Participant deferral / active EE | $2,720 | $3,198-15.0% | $3,888-30.0% | $3,358-19.0% |
| Admin fee / account holder | $14 | $1,428-99.0% | $5,065-99.7% | $3,203-99.6% |